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AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry.
Bridge automates RIA workflow promoting growth, quality, and rapid response.
email@example.com Expensify is a financial services startup that provides an integrated expense management and corporate card product for customers worldwide.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
We engage Financial Services stakeholders to build innovation ecosystems worldwide
FundCount offers portfolio managers, accountants and fund administrators powerful tools for investment management and partnership accounting.
HedgeGuard provides portfolio management software and middle office services to help you launch and grow your funds.
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida.
Infovisa develops applications that let trust accounting professionals focus less on running reports and more on providing counsel for their clients.
InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.
LeaseQuery helps accountants and financial professionals eliminate lease accounting errors through its CPA-approved, cloud-based solution.
Macroaxis LLC is digital wealth optimization platform