Eaton Vance
We offer a broad range of strategies, deep experience in sustainable investing and industry-leading customization and tax management solutions. Forward-thinking investors have more advanced needs.We provide a diverse selection of strategies and personalized wealth management solutions to meet them.
Silicon Valley Community Foundation
Silicon Valley Community Foundation partners with financial planners to help them strategically support their clients’ charitable goals. SVCF is the largest community foundation in the world, with $14 billion in charitable assets; we deployed over $4.5 billion in charitable grants in 2023 alone. We look forward to supporting your charitable planning practice.
Altruist
Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app. Learn more at […]
Federated Hermes
Federated Hermes, Inc. is a global leader in active, responsible investing, with $800.5 billion in assets under management, as of September 30, 2024. Guided by our conviction that responsible investing is the best way to create wealth over the long term, Federated Hermes offers world-class investment management and engagement services. Our products span equity, fixed-income, […]
Jump
Jump is the AI Meeting Assistant for financial advisors. Advisors used to spend 18 hours per week on meeting related admin (notes, tasks, client emails, CRM logging). Jump uses AI to help you get that time back so you can serve more clients or go home early. Generate pre-meeting prep, meeting notes in your style, […]
Allworth
Allworth Financial is an independent wealth management firm with over $25B in AUM. Allworth is focused on delivering straightforward tax, investment, retirement, and estate planning guidance that helps our clients achieve their financial goals. With 36 completed partnerships in six years, Allworth offers unique succession and partnership opportunities for RIAs, Hybrid RIAs, and broker-dealer IARs […]
Nuveen
Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of our parent company TIAA, one of the world’s largest institutional investors and highly-rated insurance and retirement provider. With diverse expertise across income and alternatives, we invest in the growth of businesses, real […]
Vanilla
Visualize the true power of estate planning. Easily create estate documents, visualize plans, and do what-if scenario analysis – all with the power of AI. We make estate planning simple. We’re dedicated to helping advisors, planners, and attorneys deliver differentiated advice, expand their client relationships, win new business, and increase your ongoing value by offering […]
AssetMark
For more than 25 years, AssetMark has provided advisors with personalized solutions and guidance to meet the evolving needs of their clients and successfully sustain and grow their businesses. AssetMark’s advisor-centric approach makes it easy for you to maximize the platform’s offerings so you can provide the most value to your clients. Our flexible technology, […]
Dimensional Fund Advisors
Dimensional Fund Advisors has been applying financial science to investing since 1981. Our firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise working to outperform benchmarks and peers while maintaining low costs and diversification. We go where the science leads, continually innovating to improve outcomes for investors. As of September […]
