List of Companies
114
Club Members
377
Total Companies
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Advisor360°
Advisor360° is a SaaS platform that has CRM, performance reporting, financial planning, trading, model management and rebalancing, operations and workflow, analytics, and document imaging.
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
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
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
Clover
Clover.com.au is an automated investment service (AIS) bringing online personal financial management to Australians.
Research is not available
ETFmatic
ETFmatic is a provider of wealth management and automated investment service solutions for individual investors and businesses.
Research is not available
Human Interest
Human Interest (formerly Captain401) helps small businesses set up and manage 401(k)s for their employees.
Research is not available
justETF
justETF is an investment organization that makes it easier for users to invest by themselves.
Research is not available
Lysa AB
Lysa is the leading Nordic automated investment service.
Research is not available
Moola
Moola provides oline investment service in the UK.
Research is not available
