HighPeak
HighPeak is an innovative, early-stage company leveraging revolutionary AI technology, machine learning and robust, proprietary data to deliver the most accurate life planning data in the market. Backed by Prudential Financial, HighPeak unlocks innovative, individualized insights around holistic healthcare costs to help advisors help clients live their best lives.
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 […]
Kwanti
Kwanti empowers financial advisors with powerful, yet simplified, portfolio analytics. Communicate complex data clearly, make informed decisions, and strengthen client relationships with our intuitive platform, robust tools, and seamless integrations. Streamlining workflows for modern wealth management.
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 […]
Stockbridge
Stockbridge manages approximately $33.9 billion in all major real estate property types across the United States. Founded in 2003, the firm is led by seasoned senior professionals averaging 25+ years of real estate industry experience. Stockbridge invests across the risk spectrum within a variety of structures on behalf of U.S. and foreign investors.
Flourish
Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 900 wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.
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 […]
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.
STP ComplianceAdvisor
STP Investment Services helps financial firms navigate today’s complex investment and regulatory landscape by offering advanced outsourcing solutions for investment operations, fund administration, and compliance. STP ComplianceAdvisor is powered by experienced compliance professionals offering proactive, customized services to all types of investment advisers. STP partners with its clients, integrating fund administration, middle office and compliance […]
William Blair
William Blair is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research […]
