Vanilla
Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic […]
Nuveen
Nuveen is a global investment leader, managing $1.4T in public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. With broad expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure and natural capital, providing […]
Carson Group
Carson is the wealth management firm for advisors seeking a future-forward, strategic growth partner. Beyond the basics of back-office support, our consultation and hands-on execution keep firms ahead of the curve.
Gemifi
Gemifi: Equity Compensation Planning Software for Financial Advisors Your clients with stock options and RSUs deserve better than spreadsheets and guesswork. Gemifi is purpose-built software that helps financial advisors create optimized trading plans for clients with equity compensation—turning a complex, time-consuming process into a strategic advantage for your practice. The Problem We Solve Equity compensation […]
EncorEstate Plans
EncorEstate Plans enables the trusted financial advisor to fix the broken estate planning experience by providing the technology and support needed to end client procrastination. Our software and team provide beautiful visual estate plan summaries and enable advisors to facilitate uncovering and updating out of date estate plans in minutes. Encore is the only end […]
eLegacy Law PLLC.
eLegacy Law is an online legal service with nation-wide estate planning expertise. We provide a full-scale, approachable, proven process providing peace mind – all from the comfort of the clients home.
TrustParency PC
Trust Administrations and Probates in California require a new approach. When not prioritized, the process is often slow, arduous and expensive. Unlike any other firm, TrustParencyPC is dedicated to improving the experience of trust administrations and probates, providing a modern, cost-effective alternative by using new technology and a streamlined process. We believe in rewarding those […]
Quivr CRM
Built by Certified Financial Planners® who understand the daily challenges advisors face, Quivr is an award-winning, purpose-built platform designed specifically for financial planning firms. It unites client data, workflows, and milestones into one intuitive system—helping advisors stay organized, efficient, and focused on delivering exceptional client experiences.
Global X ETFs
Global X ETFs is a New York based provider of exchange-traded funds (ETFs) founded in 2008, focused on delivering innovative, research-driven investment solutions across thematic growth, income, international markets, commodities, and core exposures. The firm manages over $70 billion in ETF assets and is known for helping investors access disruptive trends and hard-to-reach areas of […]
Atlas Park Consulting
Most independent advisors grow faster than their operations. We help RIAs, wealth management teams and solo advisors clean up messy workflows, train underused teams, and align their tech so every client gets the same high-level experience, every time. We resolve operational weaknesses and revenue leaks that affect client service, team morale, and leadership capacity.