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Create a company profileAdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
Welcome to the original place to invest online. We were the first to give Main Street the chance to trade like Wall Street—and we're still delivering solutions today. Open a new brokerage or retirement account today.
Whether you’re managing employee spending and company payments to customers, vendors and program enrollees, PEX puts you in control. The PEX platform allows customers to issue and manage cards for a wide variety of applications. PEX is a trusted, mature business with more than a decade spent listening to customers, servicing their industries, and understanding their markets. All of the platform’s key features and capabilities have been designed, built and refined in-house to address customer requirements. Features such as a proprietary payments stack, bank integrations, customer portals, all of the platform’s secure data infrastructure. PEX is growing rapidly. Please check back often for the latest open positions and application information.
SIMON works to build transparency around complex, risk-managed and alternative investments by way of a centralized, on-demand digital platform, available to more than 100,000 financial professionals. Our platform simplifies the complexity of the modern investment landscape, with tools that make it easier to navigate and manage a wider range of products. We deliver education, analytics, a marketplace, lifecycle management, and powerful portfolio construction tools that help align performance with a client’s investment objectives.
Who we are: Trade Management and Compliance software provider for Capital Markets Lightweight, non-invasive and modular technology Solutions can be deployed to Front Office, Middle Office, Operations and Compliance What we do for clients: Reduce TCO and dependency on legacy software by consolidating trade processing and life cycle management
Solidus offers a machine learning-powered surveillance, monitoring and case management suite tailored for digital assets. Our compliance hub helps financial firms detect, investigate and report compliance concerns in digital asset trading efficiently, lowering costs, minimizing false positives and reducing regulatory risks.
Exeq is the app for better spending. Our app links to your bank account and shows you your spending in the Exeq Feed™️. See where you’re spending and set goals weekly to make checking your bank account way less stressful. Download Exeq for free in the Apple App Store!
We are a premier NetSuite Partner & Developer helping high-growth companies automate advanced billing & revenue in NetSuite. Since our inception, we’ve always played hard to win big. True success only happens when you swing for the fences, and since 2013, we've been hitting home run after home run (even while working from home). But what drives our success, you ask? It's our passion—not only for changing how finance teams grow using complete cloud technologies, but also for giving them their lives back in the process.
We founded Bevel in 2017 through a hunger for success, passion, life and most importantly - our work. We felt there was a need for a new kind of PR agency: one that combined events, SEO, digital media and traditional approaches to launch brands and further build brands through meaningful introductions.
At Celadonsoft, we develop custom software, offer expert IT consulting, integrate complex systems, and provide cloud and cybersecurity solutions. Our focus is on creating scalable, efficient, and secure applications that help businesses thrive.
Currencycloud takes the complexity out of moving money. Our API effectively outsources the international payments process, affording clients access to wholesale FX rates through our global banking network. Scaling into new markets globally is as easy as plugging into or building right on top of our payments infrastructure.
Tomo is a fintech mortgage lender who's goal is to create a better home buying experience. We know that together we can deliver an experience that is easier, more efficient, and more predictable. Our digital mortgage platform and purchase-focussed mortgage process provides buyers with the confidence that they need in their rate, support, and in their outcomes.
CrowdBouncer is a Platform-as-a-Service (PaaS) solution for JOBS Act compliance and back-end transactional processing for equity crowdfunding portals. CrowdBouncer's API-driven solution provides equity crowdfunding portals with tools to institute compliance controls and integrate back-end closing processes.
Millions of Americans use Finder to help them make better decisions. We can help you too. We understand that making everyday life decisions such as finding a credit card, buying a home and getting health insurance can be daunting. That’s why we’re here. Our goal is to help you navigate those complex decisions by making them less of a chore (and hopefully less of a bore, too!)
GBI (https://gbi.co) is a rapidly growing fintech company, building groundbreaking technology at the intersection of alternative assets, including cryptocurrencies and precious metals. Our software is already deeply integrated into the world’s top wealth managers and powers retail applications around the globe. GBI’s core platform allows underlying clients to buy, sell, and store precious metals and digital currencies within their existing accounts and trading systems. An innovative combination of a global over-the-counter marketplace and a storage/logistics network allows wealth managers and institutional investors to work with these alternative investments as native asset classes, maintaining assets under management, growing client assets and relationships.
Street Diligence was founded by former hedge fund PMs to take the frustration & tedium out of due diligence. The system breaks down key covenant terms & conditions of high-yield, stressed, & distressed fixed income securities. Our product provides intelligence about the state of your contracts—identifying what’s “market” and “off-market,” examining key terms, and flagging risks. Our verticals include bank loans & corporate bonds, investment partnerships, government contracts, real estate, and LIBOR compliance. All data is auditable to the source-- ensuring top level data integrity.
The Financial Gym is a personal financial services company that takes a fitness-inspired approach to our clients' finances. By working one-on-one with a Certified Financial Trainer we teach our clients how to make smarter money decisions that add up over time to reach their life goals. Train with us and discover what's possible.
The ROCKPORT Group is a Commercial Real Estate lending management Software as a Service (SaaS) system that allows for complete organization and analysis of clients' internal information related to CRE lending: analytic tools, a centralized information repository for deal documents, ad hoc reporting, excel integrations, asset-specific chart of accounts, full disaster recovery/security protocols, user-defined fields for custom integrations into a client's workflow and a full audit trail for every field in the system for compliance concerns. Rockport Commercial Real Estate Platform. The ROCKPORT Group is the recognized industry-standard provider of a Software as a Service (SaaS) solution for commercial mortgage loan origination, underwriting, securitization, and asset management. Rockport provides a securely hosted, configurable off-the-shelf system that provides a robust infrastructure and analytical toolset for loan sizing and underwriting, pipeline tracking, loan, and portfolio-level reporting and analysis, and performance tracking. Today the platform is widely used by banks, funds, and life companies for the origination, securitization, and asset management of performing and non-performing loans and REO.
Funding Wizards is a marketplace that connects business owners and national and local lenders.
E*TRADE is an innovative financial services company offering a full suite of easy-to-use online brokerage, investing and related banking solutions, delivered at a competitive price. We empower individuals to take control of their financial futures by providing the products, tools and services they need to meet their near- and long-term investing goals. We provide these services to customers online and through our network of customer service representatives, investment professionals, and investment advisors – over the phone and-in person at our 30 E*TRADE branches. Securities products and services are offered by E*TRADE Securities LLC, Member FINRA/SIPC. Banking products and services are offered by E*TRADE Bank, a Federal savings bank, Member FDIC, or its subsidiaries. Full portfolio management and advisory services are offered by E*TRADE Capital Management LLC, an investment adviser registered with the Securities and Exchange Commission. E*TRADE Securities LLC, E*TRADE Bank and E*TRADE Capital Management are separate but affiliated companies.