Quorus
Quorus partners with asset and wealth managers to offer customizable, tax-managed investment portfolios based on the manager's proprietary investment strategies.
With Quorus, asset managers can quickly and easily launch a new, custom investment product without the added complexity of managing thousands of individual accounts.
Wondering how you can capitalize on...
Qdeckai
Qdeck.ai is an AI-powered B2B FinTech SaaS company founded in 2022, leveraging its hedge fund origins to provide innovative financial solutions. The company focuses on empowering registered investment advisors (RIAs), wealth managers, family offices, and institutional clients with tools designed to enhance digital client experiences and streamline operations. Qdeck.ai aims...
Prospera Financial
Prospera Financial Services is a boutique broker-dealer firm based in Dallas, Texas, established in 1982. The company supports a nationwide network of independent financial advisors, emphasizing independence, flexibility, and tailored support to help advisors achieve their unique definitions of success.
Prospera offers a variety of services designed for independent financial...
Kendall Capital Management
Kendall Capital Management is an independent investment firm located in Rockville, Maryland, with additional offices in South Carolina. With a 20-year history, the firm provides financial services to a diverse clientele across the United States, focusing on personalized wealth management.
Founded by Clark Kendall, who has over thirty years of...
Hudson Wealth Management
We have been in business since 2009, previously under Farmers Insurance. In early 2016, we decided it would be best for us and our clients to become Hudson Wealth Management, an Independent Retirement Planning and Medicare Solutions focused firm. We are now able to offer our clients among the largest...
Gilded
Gilded, founded in 2018 by developers and CPAs, focuses on integrating traditional finance with blockchain technology. The company provides enterprise-grade solutions for crypto accounting, invoicing, and payments. Gilded has expanded its offerings to include gold-backed products for individuals looking for inflation-resistant assets. As a sub-brand of Bitwave, Gilded enhances its...
Gemmer Asset Management LLC
Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts. Our investment philosophy is grounded in a risk-managed, asset allocation approach using world class institutional money managers (i.e. mutual funds, ETFs, separately managed accounts).
We work exclusively...
GCF Business Valuation
GCF Business Valuation is a prominent provider of business valuation services based in Lutz, Florida. Established in 1997 or 2008, the company has over two decades of experience in delivering rigorous valuation processes that meet high standards for legal and financial scrutiny.
The company offers a variety of services, including...
fpPathfinder
fpPathfinder, founded in 2018 and based in Farmington, Connecticut, provides financial advisors with tools to enhance client interactions and streamline planning processes. The company focuses on making complex financial concepts accessible through effective communication strategies. Their culture emphasizes creativity, continuous learning, and attention to detail.
The company offers a range...
FocusPoint Solutions
For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management.
Interested in back-office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced...
Financial Distributors Group
Financial Distributors Group (FDG) is a traditional wholesaling firm specializing in annuities and retirement solutions. FDG partners with Broker Dealers, Banks and RIAs to provide Advisors and their clients innovative protection and income strategies from the most well-respected insurance carriers. Through a proven field-based wholesale distribution model, we have extensive...
Evozen LLC
Rainmakers want to professionally connect with each other as Centers of Influence. They understand that this is the most profitable and effective way to attract new clients.
Historically, they have not had a dedicated B2B community to easily find, vet and connect with each other across professional disciplines.
Now they...
Elevated Retirement Group Utah
We believe that all financial advisors may have been created equal, but they're not all the same when it comes to how they've equipped themselves and how they guide clients toward their goals.
Naturally, any two advisors may look the same from a distance, but it's their philosophy toward clients...
Efficient Advisors
At Efficient Advisors, our guiding principle is to build lasting relationships with financial advisors and their clients by focusing on the client's needs. It is a simple and powerful concept.
Lasting relationships are the cornerstone on which our firm was founded, the heart of our business, and the essence of...
Econoday
ECONODAY is a technology and information company with a vast archive of data and analysis used in creating innovative print and digital solutions for the financial industry, participants in the financial community and individual investors. Econoday is one of the leading providers of global economic data and a trusted source...
Echelon Group
Echelon Group Inc. is the top ranked financial services company in Boise and the surrounding area. We offer 401(k) and business financial services as well as individual asset management and financial planning.
It all starts with a conversation, so please give us a call to arrange a face-to-face meeting to...
EA Buck Financial Services
E.A. Buck Financial Services is an independent financial services firm based in Colorado, specializing in retirement planning and wealth management. The company employs between 51 and 200 people and provides personalized financial advice to clients across the U.S. Their services include custom retirement planning strategies that focus on tax efficiency...
Dynasty Consulting
We're proud of the unique blend of personal service and hands-on experience our team offers to the financial industry. Our expertise in recruiting is highlighted by our tenacity to match elite financial advisors with the most decorated firms on Wall Street.
With over 25 collective years of recruiting experience, our...
DyMynd
DyMynd is a boutique financial empowerment firm designed to help women heal and transform their emotional relationship with money. With the amazing story of Carolyn Leonard, who is the second woman in the US and the first woman in Chicago to trade in the pits with her own money at...
First Manhattan
First Manhattan is a $34B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service. For six decades, we have been a trusted partner to individuals, families, and fiduciaries, as well as partnerships and charitable trusts and foundations. When you partner...