List of Companies
114
Club Members
377
Total Companies
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Aixigo
Aixigo is an independent provider of technology for financial advice and support in Germany, Austria, and Switzerland.
Research is not available
AssetBook
AssetBook provides personalized instrument panels for client performance, asset allocation, cash management and tax considerations.
Research is not available
Betterment
Betterment is an online financial advisor that offers automated investing service that aims to provide optimized investment returns for individual, IRA, 401k, and rollover accounts.
Research is not available
Charles Schwab
Charles Schwabb is a U.S-based financial institution providing brokerage and banking services.
Research is not available
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
Ellevest
Ellevest is a US-based investment advisor that offers a robo-advisor designed specifically for women.
Research is not available
Financial Engines
Financial Engines is an online investment manager providing retirement account services for individuals.
Research is not available
Folio Investing
FOLIOfn, Inc. is a brokerage and investment company serving U.S. investors, financial advisors, and financial institutions.
Research is not available
Growney
Growney offers a simple, cost-efficient and high-yield online investment service.
Research is not available
Intuit
Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. Its products-TurboTax, QuickBooks, and Mint - help more than 50M people around the world put more money in their pockets, with less work and greater confidence.
Research is not available
