JM Bullion
We are a trusted advisor in the physical precious metals market with over 12 billion sold. We can distinguish ourselves from our competitors due to the close relationships we have with mints and wholesalers across the world. We leverage these relationships to have access to any product in any market condition. Our parent company, Gold.com […]
Astoria
Astoria is a high conviction, boutique asset management firm based in NYC. Founded in 2017 by John Davi, a 20+ year Wall Street veteran, Astoria brings institutional caliber research and portfolio analytics to create robust and thoughtful investment portfolios. Astoria serves as an outsourced CIO to finanncial advisors and is also the sponsor of exchange […]
Slant
Slant is an AI-native operations hub for financial advisors. Most advisory firms rely on fragmented, hub-and-spoke tech stacks because traditional CRMs are underpowered. Slant replaces that model by making the CRM a system of action as well as a system of record. With AI chat, workflow automation, meeting notes, data enrichment, and prospecting built directly […]
Symmetry Partners, LLC
Symmetry Partners provides investment strategies and business solutions that empower Financial Advisors to deliver an enhanced client experience. Guiding your clients to make investments that align with their objectives. Building and maintaining your business. Planning for the future. Your goals inspire us to deliver optimized solutions to help you reach them.
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 […]
Golsan Scruggs
Golsan Scruggs is a boutique insurance brokerage focused on insuring asset managers across the United States. Located on the West Coast with a national presence, we currently serve over 2,300 RIAs and pride ourselves on consultation and education as the means to earn client trust. Though we provide full-service property casualty solutions, our key areas […]
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 […]