List of Companies
114
Club Members
377
Total Companies
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NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
Oranj
Club Member since October 2018
Oranj is focused on creating the best digital experience for enabling financial advisers to help clients effectively manage their financial lives and personal goals.
Orion Advisor Services
Club Member since May 2019
Orion Advisor Services is a privately held portfolio accounting service bureau for financial advisors.
Portfolio Pathway
Club Member since October 2018
Portfolio Pathway provides a web-based platform that encompasses portfolio management, rebalancing, trade order management, performance reporting and fee billing.
Responsive AI
Club Member since September 2019
Responsive AI is the only enterprise wealth solution focused on machine intelligence enhanced human advice.
Smartleaf
Club Member since July 2018
Smartleaf is a rebalancing and portfolio management platform that empowers advisors to deliver more to their clients.
Trizic
Club Member since December 2017
Trizic delivers workflow automation technology to financial advisors and have a unique approach for banks.
WealthBar
Club Member since June 2018
WealthBar provides online financial advisory, investment management, and financial planning tools to investors.
Windham Labs
Club Member since February 2019
Windham Labs, a division of Windham Capital Management, LLC, provides accessible service, sophisticated products, and comprehensive solutions.
YCharts
Club Member since August 2019
YCharts is a financial software company providing investment research tools including stock charts, stock ratings and economic indicators.
