Stonecrest
Stonecrest has a long track record of investment fund management with a focus on distressed real estate assets and private lending funds. Stonecrest has delivered consistant, strong returns for our investors while offering portfolio divesification and overall yeild boost. Our funds are a great fixed income alternative to bonds and offer no correlation to a […]
American Century Investments/Avantis Investors
Avantis Investors was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for outperformance with the consistency of indexing.
American Heart Association
The American Heart Association’s Professional Advisor Network supports you with estate and philanthropic solutions to help you offer your clients meaningful options to reach their unique personal and financial goals. The Network is designed to increase your knowledge of both charitable giving and the latest tax legislation while assisting the Association with it’s mission to […]
Advyzon
Born from a mission to transform the existing fractured, friction-filled experience for advisory firms, Advyzon’s single source platform concept is elegantly simple in explanation and execution. The fully integrated solution seamlessly combines technology and investment management to meet the needs of all firms and has been designed in a modular capacity so firms can easily […]
SEI
Our model combines decades of stability with the flexibility RIAs need, so you can design your own ecosystem and operate your business, your way. Learn more at seic.com/advisors.
Zocks
Zocks is a privacy-first, AI Platform that assists financial advisors (and reps) with automated client meeting prep, note taking during virtual and in-person meetings, post meeting follow ups, and personalized email communications – all without recordings. Plus, Zocks seamlessly integrates with CRM to save time and keep records up to date.
Altruist Corp.
Altruist helps RIAs give clients their best. We’re a modern custodian. We only work with RIAs and advisors who have a fiduciary responsibility to their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone. We do this by simplifying everything RIAs need to do their best work—onboarding, funding, trading, […]
Federated Hermes
Federated Hermes, Inc. is a leading global investment manager. Guided by our conviction that responsible investing is the best way to create wealth over the long term, our investment solutions span equity, fixed-income, alternative/private markets, multi-asset and liquidity strategies and a range of separately managed accounts, distributed through intermediaries worldwide.
Jump
Jump is the #1 AI-powered operating system for financial services professionals. Transforming the wealth tech industry since launching in 2023, Jump reduces busywork by automating meeting prep, note-taking, recaps, follow-ups and CRM updates. The platform also deepens advisor relationships with clients by surfacing growth insights like held-away assets, while embedding industry-leading compliance. Jump is the […]
Allworth
At Allworth Financial, we’re redefining what it means to grow with purpose. As one of the fastest-growing independent wealth management firms in the nation, we’re building a best-in-class platform with like-minded advisors who share our vision for excellence, innovation, and integrity.