List of Companies

Club Members
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Club Member since September 2020
Operator of record keeping and administration services intended to offer 401k and other retirement plans.
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Club Member since August 2019
The provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.
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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
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Club Member since September 2017
AdvisorEngine is a trailblazer that created a unique offering, infusing a white-label digital B2B solution for financial institutions with lots of integrations and impressive API abilities.
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Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
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Club Member since December 2017
Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.
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Facet Wealth
Club Member since June 2019
Facet Wealth offers human-first, technology-enabled financial planning services.
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Club Member since November 2018
GuidedChoice is an independent advisory firm focused on helping people retire.
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Halbert Hargrove
Club Member since May 2019
Halbert Hargrove provides a goals-directed planning process for wealthy families and individuals.
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Harness Wealth
Club Member since July 2019
Harness Wealth helps clients identify financial opportunities and avoid missteps. The company blends deep expertise, sophisticated technology, and personal service to identify strategies that unlock value and pair investors with advisers that turn those strategies into reality.