Scientiam Digital Advice for a New Generation
The financial advice industry is evolving rapidly, and it has become clear that clients want to engage, access information, and build trust before seeking formal advice. They are looking for a more interactive and educational experience before making important financial decisions.
At Scientiam, we recognise that the future of financial...
illio
Illio is a modular wealth management platform founded in 2019 by Vanessa Gibson, Sarang Karkhanis, and Kenneth Sue. Based in Hong Kong, the company also operates ILLIO UK LIMITED in London. Illio focuses on improving wealth reporting by offering forward-looking analytics and user-friendly visualizations for portfolios that include listed, unlisted,...
ICC Loyalty
ICC Loyalty is a fintech solution provider based in Dubai, United Arab Emirates. The company specializes in enhancing customer engagement through innovative loyalty management and digital solutions. With a team of around 38 employees, ICC Loyalty focuses on facilitating smooth and secure transactions in digital banking and e-commerce.
The company...
HUB Financial Inc
HUB Financial Inc. is a subsidiary of HUB International Limited, based in Ontario, Canada. Established in 1997, it operates as a full-service Managing General Agency (MGA) with a presence in eight major cities across Canada. The company has approximately 309 employees and generates $68.1 million in revenue.
HUB Financial Inc....
Guernsey Financial LLC
As a fourth generation, family owned financial company, we know the importance of family and how your investment strategy affects your goals, dreams, and loved ones. We've been helping families work toward their financial goals for over 60 years.
Our purpose is to empower families in discovering their true purpose...
GROW Adviser Capability
As advisers practicing in Australia today our time is consumed complying with constantly changing regulatory reform and enhanced education pathways.
Are you investing at all in developing what will really set you apart with prospects and clients and drive the growth that you need?
But does this alone ensure you...
fpPathfinder
fpPathfinder, founded in 2018 and based in Farmington, Connecticut, provides financial advisors with tools to enhance client interactions and streamline planning processes. The company focuses on making complex financial concepts accessible through effective communication strategies. Their culture emphasizes creativity, continuous learning, and attention to detail.
The company offers a range...
FLX Networks
FLX Networks is a financial services platform founded in 2019 and based in Bernardsville, New Jersey. The company focuses on improving asset and wealth management by offering an integrated network that addresses challenges such as outdated engagement models and fragmented technology ecosystems.
Their core services include proprietary platforms for investment...
Flourish Fi
Flourish Fi is a financial technology company based in San Francisco, California, founded in 2018 by Joan Rodriguez and Carlos Alberto Cuellar Salinas. The company focuses on enhancing financial wellness and customer engagement for financial institutions through behavioral science and gamification. Flourish Fi has raised $4.9 million in funding and...
Eltropy
Eltropy is a financial technology company based in Milpitas, California, founded in 2013. The company specializes in digital communication solutions tailored for credit unions and community banks. With a total funding of $21 million, Eltropy operates as a Series B-stage company, focusing on enhancing member engagement and operational efficiency through...
Elements
Elements is a financial technology company that provides specialized software solutions for financial advisors. Their platform, GetElements.com, focuses on streamlining client assessments, benchmarking, and monitoring financial health. The tools are designed to reduce the time advisors spend on data collection, client communication, and report generation.
Key offerings include the Elements...
FIDx
FIDx makes life easier for financial professionals and their clients. We help enable holistic financial planning by connecting the industry together in ways that have never been seen before. FIDx's core technology revolutionizes how the insurance industry transacts business, including helping power Insurance Exchange, the leading annuity platform, and the...
Communify Fincentric
Communify Fincentric, unifying the communication of market (Fincentric) and client data (Communify), delivers unique, high quality digital experiences for the financial industry.
Founded on decades of maturity in delivering complex market data to some of the largest firms in financial services, Communify Fincentric's platform and Knowledge Bases allow excellent experiences...