List of Companies
114
Club Members
377
Total Companies
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Creative Planning
Creative Planning provides unique financial planning-led approach which considers income, tax bracket, retirement goals, estate plans and current assets to create a holistic customized plan.
Research is not available
Dream Forward
Dream Forward sells businesses a low-cost, modern and intelligent 401(k) plan.
Research is not available
DST
DST Systems, Inc. provides technology-based information processing and servicing solutions. It was acquired by SS&C Technologies.
Research is not available
Ellevest
Ellevest is a US-based investment advisor that offers a robo-advisor designed specifically for women.
Research is not available
Empower Retirement
Empower Retirement is a retirement plan record keeping company.
Research is not available
Envestnet
Envestnet provides financial and wealth management software for investment advisors and financial institutions. In 2015 Envestnet acquired Finance Logix (it provided financial planning software solutions to financial services firms).
Research is not available
EQIS Holdings
EQIS is a wealth management platform that develops investment strategies for investors and enables financial advisors to design customized portfolios for their clients.
Research is not available
EValue
EValue offers its users with planning tools such as online stochastic forecasting modeling for life, pensions companies, and advisors.
Research is not available
Evestor
Evestor is a new online advice tool for savers and investors.
Research is not available
Fairr
Fairr.de GmbH develops and offers retirement and pension savings plans solutions.
Research is not available
