List of Companies
114
Club Members
377
Total Companies
Filter by:
Advisor Software
Club Member since December 2018
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.
AdvisorEngine
Club Member since September 2017
AdvisorEngine is a trailblazer that created a unique offering, infusing a white-label digital B2B solution for financial institutions with lots of integrations and impressive API abilities.
AdvisorPeak
Club Member since April 2020
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
AgentRisk
Club Member since October 2018
AgentRisk is an automated portfolio management & option strategies, all managed by AI.
Alkanza
Club Member since September 2018
Alkanza is an investment advizory firm that offers an automated online investment service platform.
Blaze Portfolio
Club Member since September 2018
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
Bridge Financial Technology
Club Member since November 2018
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
Capitect
Club Member since December 2018
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process for advisors.
FinFolio
Club Member since November 2018
FinFolio is a software company that provides professional investment management software to investment advisors and money managers.
Gravity Investments
Club Member since November 2018
Gravity Investments is an Institutional RoboAdvisor.
