List of Companies
114
Club Members
377
Total Companies
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Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. It acquired TRX (a rebalancing software solution for RIAs), HelloWallet, RightPond, InvestSoft Technology and PitchBook Data.
Research is not available
NORD
NORD.investments A/S is a mobile and fully automated investment service for the millennial generation.
Research is not available
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
Research is not available
RobustWealth
RobustWealth offers portfolio management, financial planning, and risk analysis services.
Research is not available
SEI Archway
SEI Archway helps private wealth management firms better serve their ultra-high-net-worth clients through a single, integrated technology offering.
Research is not available
SigFig
SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels.
Research is not available
Six Park
Six Park is an investment management firm that provides automated investment advisory services for individuals and trusts.
Research is not available
SMArtX
SMArtX Advisory Solutions is an asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA) structure.
Research is not available
SoFi
Social Finance (SoFi) is a finance company that offers a range of lending and wealth management services.
Research is not available
Softpak
Softpak specializes in automating portfolio rebalancing and optimization for large enterprise financial institutions.
Research is not available
