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 […]
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 […]