List of Companies
114
Club Members
377
Total Companies
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Longview
Longview is a finance and tax performance management software company.
Research is not available
Moneyfarm
Moneyfarm is a digital wealth manager that helps people protect and increase their wealth through time.
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
Northwestern Mutual
Northwestern Mutual is a financial services company that offers a variety of insurance and investment solutions.
Research is not available
Nutmeg
Nutmeg is an online discretionary investment management company that builds and manages intelligent portfolios, ISAs and Pensions, with no hidden charges at a low fee.
Research is not available
Personal Capital
Personal Capital is an online financial advisor and personal wealth management company offering financial planning tools to investors.
Research is not available
Qplum
Qplum is an online investment advisory firm, offering A.I. and machine learning based portfolios.
Research is not available
RightCapital
RightCapital is a financial planning software for advisors.
Research is not available
Scivantage
Scivantage provides web-based front and middle-office technology solutions for the financial services industry.
Research is not available
SigFig
SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels.
Research is not available
