Fifteenth
Fifteenth is a modern tax firm providing tax planning and filing services to individuals in the tech ecosystem. Fifteenth blends human expertise with advanced technology for an easier, accurate, and more enjoyable experience. We look to partner with financial advisors and planners to collaborate and communicate better to enhance and create that enjoyable experience for […]
Luthor
Luthor is an AI-powered compliance platform built exclusively for RIAs, wealth management firms, and financial professionals. We provide real-time visibility and control over all marketing activities—website updates, client communications, social media, email campaigns, webinars, and ads—ensuring everything meets SEC, FINRA, and state-specific advertising regulations. Learn more at https://www.luthor.ai and turn compliance into your competitive advantage […]
DPL Financial Partners
DPL Financial Partners helps RIAs strategically leverage Commission-Free insurance and annuity solutions to deliver better client outcomes and grow their practices. Working with the nation’s leading carriers, DPL has assembled a powerful line-up of products that deliver greater client value and portfolio performance.
Symmetry
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. At Symmetry, we provide an all-encompassing suite of resources, services and support to help you streamline your operations. We’re committed to supporting every element of your […]
GReminders
GReminders is the only AI-powered end-to-end meeting and automation management platform for financial advisors. The company serves independent RIAs and some of the largest broker-dealers in the industry. Offerings include automated scheduling, various client automations, Email/SMS Reminders, and AI Notetaking.
Canvas Custom Indexing
Canvas is the Custom Indexing platform that leverages modern technology to help advisors build tax-optimized portfolios, personalized to each client’s goals and values. With Canvas, you gain greater control, save time, and maximize tax savings for your clients—effortlessly. We look forward to meeting at FPA NorCal!
San Francisco Foundation
The San Francisco Foundation collaborates with individuals, families, and corporations eager to drive positive change in the Bay Area, across the nation, and globally. We partner with donors’ financial planners to create tailored solutions for their charitable giving objectives, offering financial advisors the resources and tools necessary to integrate meaningful philanthropy into their clients’ financial […]
Orion
Orion is building a wealth-tech community where every advisor and investor thrives. Orion Wealth Management is a TAMP that integrates technology and investment management in one open architecture solution. We’re the only firm with behavioral finance embedded across our full suite of technology and investment solutions, helping you deepen relationships so you can guide investors […]
First Pacific Advisors
FPA is a Los Angeles-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. As of September 30, 2024, FPA manages approximately $27 billion across multiple strategies. Independently owned FPA has 77 employees, with 20 investment professionals.
MFS Investment Management
Creating value responsiblyOur purpose is to create long-term value responsibly. In 1924, recognizing an inadequate financial system, we launched the first US open-end mutual fund to give everyday investors access to the markets. For 100 years, we have been driven by our conviction to always do what’s best for clients, staying true to our active […]