List of Companies
114
Club Members
377
Total Companies
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FIX Flyer
FIX Flyer develops technology for managing multi-asset and institutional securities trading in the financial information exchange (FIX) industry.
Research is not available
Imagine Software
Imagine Software is the provider of integrated trading, portfolio and risk management solutions.
Research is not available
InvestCloud
InvestCloud creates custom solutions for better decision-making from client communications (client portals and reports), and client management (advisor portals and CRM) to digital warehousing, data analytics and accounting.
Research is not available
IRESS
IRESS is a principal supplier of sophisticated share market and wealth management systems in Australia.
Research is not available
Jacobi
Jacobi is an intelligence platform for investment managers.
Research is not available
Kwanti
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers.
Research is not available
Mirador
Mirador, LLC combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios.
Research is not available
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
Q-Hedge Technologies
Marie Quantier is launched by Q-Hedge Technologies. It helps HNWI engage with financial markets and make their own investing decision.
Research is not available
Qplum
Qplum is an online investment advisory firm, offering A.I. and machine learning based portfolios.
Research is not available
