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.
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.
ActiveAllocator
Club Member since August 2018
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
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.
AdvisorPeak
Club Member since April 2020
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
AdvisoryWorld
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
AgentRisk
Club Member since October 2018
AgentRisk is an automated portfolio management & option strategies, all managed by AI.
Bambu
Club Member since May 2021
Bambu develops digital wealth management solutions for financial institutions that help their users save and invest for the future.
