List of Companies
114
Club Members
377
Total Companies
Filter by:
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
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.
Blaze Portfolio
Club Member since September 2018
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
BNP Paribas Asset Management
Club Member since September 2019
BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
Covisum
Club Member since August 2019
Covisum provides financial advisors with software, training and support to deliver retirement income plans.
Emotomy
Club Member since July 2018
Emotomy is helping financial advisors build, manage and market their own investment strategies.
Evolute
Club Member since December 2017
Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.
Gravity Investments
Club Member since November 2018
Gravity Investments is an Institutional RoboAdvisor.
HiddenLevers
Club Member since September 2019
HiddenLevers is a portfolio stress testing platform for financial advisors worldwide.
