List of Companies
114
Club Members
377
Total Companies
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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.
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 Software
Club Member since December 2018
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.
AdvisorEngine
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.
AdvisorStream
Club Member since June 2019
AdvisorStream is the powerful automated business building platform.
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.
Alkanza
Club Member since September 2018
Alkanza is an investment advizory firm that offers an automated online investment service platform.
