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List of Companies
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ActiveAllocator
Club Member since August 2018
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
> Read Our Research
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Albridge
Club Member since August 2018
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
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DriveWealth
Club Member since November 2017
DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.
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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.
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Folio Institutional
Club Member since December 2017
Folio Institutional is a leading brokerage, custody and financial technology company all in one.
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Hydrogen
Club Member since August 2018
The Hydrogen platform features powerful REST APIs with modules built for fintech.
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InvestEdge
Club Member since October 2018
InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.
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tastyworks
Club Member since December 2018
tastyworks is a brokerage company providing an online trading platform that enables users to make investments in options, stocks, futures, and ETFs.
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Tradier
Club Member since October 2018
Tradier offers a set of fully hosted brokerage APIs for trading, investing, and digital advisor platforms.
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Acorns
Acorns is a financial services company providing a micro-investing app which enables users to round up their daily purchases and invest into a low-cost portfolio.
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