List of Companies
114
Club Members
377
Total Companies
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Blaze Portfolio
Club Member since September 2018
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
Bridge Financial Technology
Club Member since November 2018
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
Cboe Global Markets
Club Member since September 2019
Cboe Global Markets, Inc. (Cboe) is a global exchange operator that drive the global marketplace forward through product innovation, leading edge technology and seamless trading solutions.
Emotomy
Club Member since July 2018
Emotomy is helping financial advisors build, manage and market their own investment strategies.
Equity Advisor Solutions
Club Member since April 2019
Equity Advisor Solutions provides custody, technology and back-office solutions to RIA’s, Hybrids, TAMP’s and broker-dealers.
Hydrogen
Club Member since August 2018
The Hydrogen platform features powerful REST APIs with modules built for fintech.
Ignition Advice
Club Member since January 2019
Ignition Advice is a robo-advice specialist providing digital advice solutions in Australia and Europe.
Investment POD
Club Member since December 2018
Investment POD builds an online presence cost effectively to help scale your business.
Oranj
Club Member since October 2018
Oranj is focused on creating the best digital experience for enabling financial advisers to help clients effectively manage their financial lives and personal goals.
Portfolio Pathway
Club Member since October 2018
Portfolio Pathway provides a web-based platform that encompasses portfolio management, rebalancing, trade order management, performance reporting and fee billing.
