List of Companies
114
Club Members
377
Total Companies
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280 CapMarkets
Club Member since Since February 2021
280 CapMarkets is an innovation driven fixed income technology marketplace providing best execution support and price transparency to advisors, institutions and issuers.
401GO
Club Member since September 2020
Operator of record keeping and administration services intended to offer 401k and other retirement plans.
55ip
Club Member since January 2019
55ip provides a white label, brandable investment strategy engine revolutionizing wealth management.
Accusource LLC
Club Member since August 2019
Accusource LLC is a service company involved in outsourcing solutions for investment firms, including back-office reconciliation, statement digitization, integration to the general ledger, portfolio accounting, and performance validation.
ActiFi
Club Member since January 2019
ActiFi provides practice management solutions to financial institutions and financial advisory firms.
ActiveAllocator
Club Member since August 2018
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
Advicefront
Club Member since July 2018
AdviceFront is an investment platform for independent financial advisors. It is based on algorithmic investing and behavioral side of financial advice.
Advicent
Club Member since August 2019
The provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.
Advisor Innovation Labs
Club Member since July 2018
AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients
Advisor Software
Club Member since December 2018
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.
