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List of Companies

114
Club Members
377
Total Companies
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Ubiquity Retirement
Ubiquity delivers off-the-shelf, and flat-fee-for-service retirement and savings plans for everyone.


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Vanguard
Vanguard is one of the world's largest investment management companies that offers a large selection of low-cost mutual funds, ETFs, advice, and related services to individual investors, investment advisors, and financial institutions.


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Voya Financial
Voya Financial, Inc., helps Americans plan, invest and protect their savings — to get ready to retire better.


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Voyant
Voyant is a financial planning platform for financial advisors and their clients.


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VZ VermögensZentrum
VZ VermögensZentrum specialises in the areas of retirement planning and portfolio management for individuals as well as in insurance and pension fund management for companies.


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Wealthfront
Wealthfront is an automated investment service firm that creates and manages personalized investment portfolios based on client goals and risk tolerance.


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Wealthsimple
Wealthsimple is an automated investment service that provides portfolio management services to
individual clients and businesses.


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WealthTrace
WealthTrace provides flexible financial planning and retirement planning software.


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Wells Fargo