Waterlily
Waterlily uses AI models to take the guesswork out of long term care planning by predicting a client’s future long-term care needs, costs, and funding paths. The platform delivers clear projections (covering self-funding, insurance, and hybrid scenarios) that advisors can weave into broader retirement and cash-flow plans.
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 […]
SEI
SEI is a custodian for growth-minded RIAs with integrated open-architecture technology, wealth management solutions, and investment offering. A strategic business unit of SEI and serving the independent financial advisor market for nearly 30 years, Independent Advisor Solutions works with over 7,400 advisors and supports approximately $108 billion in advisors’ total platform assets (as of September […]
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 […]
Knapsack
Knapsack is revolutionizing how financial advisors work through AI-powered meeting intelligence that cuts documentation time by 70% while strengthening compliance. Our platform seamlessly integrates with existing advisor systems to automate post-meeting documentation, identify client needs, and ensure regulatory requirements are met. Featured in the Schwab advisor directory and on the Kitces WealthTech Map, we’re helping […]
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!
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.
