List of Companies
114
Club Members
377
Total Companies
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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
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
Research is not available
Aixigo
Aixigo is an independent provider of technology for financial advice and support in Germany, Austria, and Switzerland.
Research is not available
Alphacorecap
AlphaCore designed MyfactorE. It is powered by machine learning abd uncovers the risks and exposures of multi-asset portfolios.
Research is not available
Apex Clearing Corporation
Apex offers account and cash management, paperless account opening and funding processing, automated rebalancing, investment planning, portfolio construction, and other back office services.
Research is not available
AssetBook
AssetBook provides personalized instrument panels for client performance, asset allocation, cash management and tax considerations.
Research is not available
AssetMark
AssetMark, formerly Genworth Wealth Management, is a strategic provider of innovative investment and consulting solutions serving independent financial advisors.
Research is not available
Backstop Solutions Group
Backstop Solutions Group, LLC is a privately held Software-as-a-Service platform company, providing cutting-edge software to hedge funds, funds of funds, endowments and other institutional investors.
Research is not available
Betterment
Betterment is an online financial advisor that offers automated investing service that aims to provide optimized investment returns for individual, IRA, 401k, and rollover accounts.
Research is not available
Brinker Capital
Brinker Capital is an investment management company, provides managed account and mutual fund investment programs.
Research is not available
