List of Companies
114
Club Members
377
Total Companies
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Blaze Portfolio
Club Member since September 2018
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
BNP Paribas Asset Management
Club Member since September 2019
BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
Capitect
Club Member since December 2018
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process for advisors.
Covisum
Club Member since August 2019
Covisum provides financial advisors with software, training and support to deliver retirement income plans.
Emotomy
Club Member since July 2018
Emotomy is helping financial advisors build, manage and market their own investment strategies.
Evolute
Club Member since December 2017
Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.
FinFolio
Club Member since November 2018
FinFolio is a software company that provides professional investment management software to investment advisors and money managers.
Folio Institutional
Club Member since December 2017
Folio Institutional is a leading brokerage, custody and financial technology company all in one.
GeoWealth
Club Member since July 2019
GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors.
Gravity Investments
Club Member since November 2018
Gravity Investments is an Institutional RoboAdvisor.
