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AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Hooker and Holcombe is a West Hartford, CT-based company in the Financial Services sector.
Jaris delivers purpose built, private-label embedded financial solutions that help POS systems, ISVs, SaaS businesses and marketplaces drive engagement, reduce churn and increase revenue.
Navigator Holdings is a Atlanta, GA-based company in the Financial Services sector.
Homeowners Choice, Inc. is one of the leading providers in Financial Services. It is based in Addison, TX. To find more information about Homeowners Choice, Inc., please visit www.hcpci.com