Forge Global
Forge Global, recently acquired by Charles Schwab, is the leading private market infrastructure platform, providing marketplace, data, custody, and investment solutions that connect investors with pre-IPO opportunities. Forge Global Advisors, the firm’s SEC-registered investment advisory subsidiary, manages over $3 billion in combined AUM following the 2025 acquisition of Accuidity Capital Management. The advisory business offers investors access […]
Axos Advisor Services
Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond. Whether you’re a new or seasoned RIA, we deliver one-to-one support to help fuel your success. Through a personalized support team, we’re here for you. Our […]
Vert Asset Management
Vert Asset Management was founded to advance sustainable investing within the wealth management community by providing evidence-based investment solutions and educational support. We work with experts to build products with strong empirical foundations in academic research. The Vert Team has extensive experience in financial services and academia. Vert is a next generation sustainability asset manager […]
Foundation Source
Foundation Source is the leading provider of philanthropic software and services. A pioneer in philanthropic technology, we work with donors, nonprofits, wealth advisors and financial institutions to achieve charitable initiatives quickly, professionally, and compliantly. Our flexible suite of tools and resources include administrative support for private foundations, donor-advised funds and planned giving programs; specialized compliance, […]
United Planners Financial Services
United Planners (UP) is a full service Independent Broker-Dealer and RIA, structured as a Limited Partnership. Qualifying representatives share in the firm’s profits annually and receive top payouts. Advisors enjoy the advantages of a small firm atmosphere with large firm benefits. Voting rights by advisors allow the firm to remain ADAMANTLY NOT FOR SALE. Personalized […]
Uprise
Uprise enables financial advisors to seamlessly add integrated tax filing and planning to their offerings. We provide credentialed professionals, workflows, and client experience so advisors can deliver a complete financial solution without needing to build or manage an in-house tax team. Individual and business tax return prep and filing Quarterly tax and withholding estimates Tax […]
Dodge & Cox
Founded in 1930, Dodge & Cox is one of the world’s largest independently owned investment firms. We actively manage money for individuals and institutions globally, applying a single, value-oriented investment philosophy across a deliberately limited set of offerings. Our focus means more resources behind fewer strategies, more passion behind fewer priorities, and more confidence behind […]
Roam
Roam is a Virtual HQ that packs the energy, presence, and velocity of a real office – without the back-to-back meetings, chat overload, and siloed isolation of remote work. It supercharges culture and productivity with 8-minute average meeting times. The Roam Super Bundle replaces Zoom, Slack, Calendly, Otter, Loom, Zoom Webinars, and more – all […]
Fidelity Investments
At Fidelity, our goal is to enhance efficiency for advisory firms, taking work off advisors’ plates and improving processes. By sharing resources in capital markets research, portfolio construction, and client engagement solutions, we enable advisors to reach clients, deepen relationships, and grow their businesses.
Prospect Capital
Prospect has $9.8 billion of assets under management and our scale includes 150+ professionals. Our mission is to generate long-term value for our investors, portfolio companies, shareholders, and employees. With a buy-and-hold mentality, we seek to deliver attractive current cash yields, achieve consistent low-volatility returns, and preserve capital. Prospect has developed its strong franchise through […]