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List of Companies
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tastyworks
Club Member since December 2018
tastyworks is a brokerage company providing an online trading platform that enables users to make investments in options, stocks, futures, and ETFs.
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Brokerage
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Investment
United Capital
Club Member since April 2019
United Capital is a wealth counseling company that specializes in financial life management and investment management.
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B2B Software
Club Members
Investment
Vestwell
Club Member since November 2017
Vestwell builds the 401(k) platform for advisors and offers retirement planning strategies for companies and their employees.
> Read Our Research
B2B Software
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Investment
Retirement
WealthBar
Club Member since June 2018
WealthBar provides online financial advisory, investment management, and financial planning tools to investors.
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Financial Planning
Investment
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Wikifolio
Club Member since August 2018
Wikifolio is an Austria-based online platform for investment strategies of traders and asset managers.
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Analytics
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Financial Planning
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Windham Labs
Club Member since February 2019
Windham Labs, a division of Windham Capital Management, LLC, provides accessible service, sophisticated products, and comprehensive solutions.
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YCharts
Club Member since August 2019
YCharts is a financial software company providing investment research tools including stock charts, stock ratings and economic indicators.
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Acorns
Acorns is a financial services company providing a micro-investing app which enables users to round up their daily purchases and invest into a low-cost portfolio.
Research is not available
Brokerage
Investment
Act Analytics
Act Analytics is a service provider using a technology-driven approach to bring sustainable business practices to the forefront of modern investing.
Research is not available
Analytics
B2B Software
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Portfolio Management
Rebalancing
Addepar
Addepar is the financial operating system that brings common sense and data-driven investing to our financial world.
Research is not available
Analytics
B2B Software
Investment