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 […]
Koyfin
Koyfin is an investment research and portfolio analytics platform built for advisors. We provide institutional-quality market data, portfolio analysis, model comparisons, and client-ready reporting in one unified system. Advisors use Koyfin to evaluate client portfolios, compare them against models, and generate clear, professional proposals that support better investment conversations and new business development.
Cache
Cache is a modern wealth platform for managing concentrated stock positions. Founded in 2022 in San Francisco, we built the Cache Exchange Fund from the ground up to solve the structural inefficiencies of traditional funds. Our exchange funds span a broad range of indices and offer lower minimums, lower fees, and biweekly onboarding. The platform […]
Paperback Expert
Paperback Expert is a book publishing company… sort of. We’re really a marketing company that uses books to help business owners gain more clients and grow their revenue. You can sum up our approach in two words: Credibility Marketing. Credibility Marketing means setting yourself apart from the competition by positioning yourself as the expert. It […]
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 […]