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List of Companies

114
Club Members
377
Total Companies
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Hanlon
Hanlon Investment Management (Hanlon) was founded to provide active investment management solutions to advisors and their clients.


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Huddlestock
Huddlestock is an investment platform based in London.


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Human Interest
Human Interest (formerly Captain401) helps small businesses set up and manage 401(k)s for their employees.


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Jared Porter
Co-founder of 401GO


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Moneyfarm
Moneyfarm is a digital wealth manager that helps people protect and increase their wealth through time.


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MoneyPark
MoneyPark is a Switzerland's independent provider for personalized financial advice connected to mortgages, retirement, investment products, pension planning and householders'​ insurances.


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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.


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National Advisors Trust Company
NATC is a leading independent trust company providing expert trust services and solutions to trusted advisors and the families they serve.


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NextCapital
NextCapital provides a personal benchmarking tool to help clearly understand how investments are performing.


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Northern Trust Asset Management
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives.