145 Companies

1. We start by uncovering your most important goals and priorities. Your dedicated coach will guide you through a discovery process to connect feedback from your clients to achieving your most important goals, which may include those you see below. Those goals will guide the questions you ask of your clients, how we analyze the results and the specific actions we recommend.   Evolve your client experience Increase referrals Uncover unmet client needs Actively engage your clients Input 2. Review your recommended survey Your coach will provide a recommended survey that reflects your goals. The questions we recommend will reflect the key goals you defined as part of step one. Those questions are drawn from Absolute Engagement's extensive bank of questions, which are tested as part of our extensive, on-going investor research. 3. Invite your clients to provide input We'll provide you with everything you need to invite and encourage your clients to provide their input. You'll access a sleek and modern survey, embedded within an invitation that will help you achieve the highest possible response rates. You can invite clients directly, or we can manage the distribution in a way that is still personalized to you. Insights 4. Access your personalized dashboard You'll access a dashboard that connects client input to meaningful insights and practical actions. On your dashboard you can: view your overall results, drill down to client level and access tools and resources to help you take action. Your dashboard highlights what the data is telling you and how to take action to reach your goals.   Action 5. Craft an action plan with your coach Your coach will provide the personalized guidance you need to take action. You'll work with your coach to review your results, understand the implications and identify exactly how you will take action. The combination of technology and personal guidance is what makes this process so powerful. 6. Optional: Let us help you take action We'll help you bring your action plan to life. You have the option to continue working with your coach for a further 12 weeks to help execute on your plan, create accountability and to access additional tools and resources. You're welcome to discuss the options with your coach once you have your action plan in place. The cost of a typical comprehensive Client Insights program for an individual advisor or small team ranges from $1,500 to $1,700 USD. To learn about our comprehensive solutions for larger teams and enterprise, please click below.

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.

Established in 2016, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly – all through the AdvicePay system.

Why Choose AdvicePay? The truth is, if you’re a financial advisor offering fee-for-service planning, there is no other platform designed specifically for your needs. Some financial advisors are using other billing and payment systems for their business, but there are definite risks (and extra work) involved in doing so. Here’s a quick overview of billing and payment platform alternatives being used by financial planners, and reasons why AdvicePay may be the better choice for your practice.

Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial, Inc., Securities America, Inc., Triad Advisors LLC, and Woodbury Financial Services, Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.

We’re not your typical WealthTech company. Advisor360° was born out of tens of thousands of pieces of feedback received during the past 20 years from the industry’s highest-producing financial advisors. Our software is second to none in creating operational efficiencies, unifying all the systems advisors need to run their businesses. ​Advisor360° launched in April 2019 as a new stand-alone technology company from our sister company, Commonwealth Financial Network®, the largest privately held Registered Investment Adviser–independent broker-dealer in the United States. With more than 2,000 independent advisors, Commonwealth is Advisor360°’s first customer; MassMutual is its second, bringing an additional 9,000 advisors onto the platform. Come grow with us! Advisor360° is an exciting new venture, combining the nimble and innovative qualities of a start-up with the stability of a mature company. We have a track record of the highest satisfaction ratings by financial advisors in industry-leading publications, as well as a reputation for high workplace quality; for the last 12 years, as part of the Commonwealth team, we have been voted one of the 100 best technology companies to work at by Computerworld. Benefits include a robust bonus plan, PTO, VTO (Volunteer Time Off), free access to vacation homes around the world, 50% 401(k) match, stock options, referral bonuses, 80% of HMO premium for individuals and families, life-insurance coverage, short-term and long-term disability coverage, education assistance, flexible spending accounts, and employee assistance programs, just to name a few. Join us on this journey. We believe that diversity drives innovation and so we are building a company where everyone is truly welcome. Everyone is encouraged to bring their unique, authentic selves to work every day. The way we see it, we’re here to learn from each other. Are you ready to grow with us? Advisor360° is an equal opportunity employer that is committed to a diverse workforce.

Our Vision For the RIA Back Office: Allow Registered Investment Advisors (RIA’s) to move away from legacy products and custodians for compensation purposes. We provide administrators a streamlined, accurate, and easy to use compensation solution that is scalable with their business. For the Advisor: Provide advisors a one-stop-shop compensation portal with line item-level detail on all their revenue streams. To have the transparency and accessibility of the software allow advisors to circumvent the advisory fee headaches and focus on what really matters - their clients.   

We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do. AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation. Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you.

Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.

Our Mission: Alloy makes it easy for financial services companies to quickly and safely onboard and manage more customers, automating the vast majority of decisions, mitigating fraud and high-cost financial risk, and reducing the burden on the back office and manual review queues.

Altruist is a hyper-growth fintech company on a mission to make financial advice better and more accessible for everyone. Our team is building a revolutionary platform for financial advisors and their clients to remove the friction from investing and reduce the barrier to entry into wealth creation and management. Using Altruist, advisors can work more efficiently and reduce costs, enabling them to help more people, better. If you’re passionate about your craft and are looking for big, meaningful problems to solve, then you’ll love what we’re up to. At Altruist, you’ll have the opportunity to do exciting work on products ranging from complex enterprise business software to a beautiful consumer app experience and user acquisition platform. Altruist is entering an exciting phase of growth, and we are on the hunt for a Head of Growth Marketing to help us fulfill our mission. This person will be tasked with developing our growth approach across B2B and B2C channels, defining breakthrough strategies across the full lifecycle, and managing a team of growth marketers to bring it to life.

At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways. Whether we’re supporting our customers’ financial confidence to move ahead, taking commerce to new heights, or encouraging people to explore the world, our colleagues are constantly striving to uphold our powerful backing promise to our customers and each other every day. These beliefs have been our North Star for 170 years as our business transformed – from helping evacuate travelers during World Wars, to ensuring the safety of our customers’ funds during the Great Depression in the U.S., to creating the Shop Small® movement to help small businesses recover from the Financial Crisis, to providing aid to communities impacted by many natural disasters and so much more. For generations, the key to our success has been the determination and resilience of our American Express colleagues. Now, as a globally integrated payments company, we work together to provide customers with access to products, insights and world-class experiences that enrich lives and build business success. Join us and let’s lead the way together. See our community guidelines at: https://about.americanexpress.com/Community-Guidelines/ If you have a customer service issue or question, please visit www.americanexpress.com/contactus

Apifiny is a leading, global digital asset trading network. Apifiny unifies fragmented global trading marketplaces to provide professional traders and digital asset exchanges with simpler, faster, and more cost-effective, global trading and liquidity solutions. The company connects centralized financial institutions with decentralized networks to reimagine the global liquidity and trading value chains. Apifiny's trading network enables professional traders to execute global, multi-exchange strategies, access deep global liquidity, superior price discovery, normalized market data, tighter spreads, and higher fill rates and capital utilization. For more information, visit https://www.apifiny.com/.

Finally — reduce your risk without increasing costs. Ascent is the AI-driven platform that helps you comply more efficiently, accurately, and cost-effectively than any other alternative. We invented a new type of technology called Regulatory Knowledge Automation (RKA) that generates a complete set of obligations targeted to your business, and keeps them up-to-date automatically. Know exactly what you need to do to comply, without throwing more money and people at the problem. We're not changing the game of regulatory compliance. We're just changing the way it's played — and the way it's won.

Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. We live by the idea that a simple visual approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize a client’s complete financial inventory on a single page. With Asset-Map, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future.

he core premise of ATA RiskStation The core premise of ATA RiskStation™ is that no single measure of risk is perfect and reliably models downside exposure in all market conditions and for all portfolio types. Recognizing that individual risk models can include debatable assumptions about how market data is distributed, the stability of those distributions, the volatility of individual positions and the correlations between the portfolio holdings, it becomes clear that the final risk projections are highly dependent on many assumptions that may, or may not, hold true in the future. Furthermore, additional assumptions about the “correct” period of time to use for a risk analysis or the confidence level selected, further increase the range of projected risk outcomes from even a single risk model. LEARN WHY WE CREATED ATA RISKSTATION> Responsible for your firm's SEC Regulation Best Interest compliance efforts? We can help. Click here to learn more. As advisors move toward a fiduciary role, suitability issues will become more complex.  Previously, if an advisor placed an investment in a client account, it just needed to be “suitable”  at the time  it was made.  Now, as advisors assume a fiduciary duty to clients, they will need to pursue closer alignment between   currently  embedded portfolio risks with the client’s  current  goals and risk tolerances. ATA RiskStation™ technology can, on a  daily   basis, systematically monitor and report on portfolio risks for any defined scenario against the risk tolerances expressed by the client to an advisor at the most recent meeting.  If risk mismatches for any client are identified during nightly processing, e-mail risk alerts are automatically sent to the advisor and all other authorized oversight groups or individuals at the firm.

Change is at the core of everything we do, which means you will never get bored or too comfortable around here. People work at Backbase because of the challenges we face every day and the people we face these challenges with. Here, you make it happen! What will make you successful at Backbase?  Open to change.  Things constantly change at Backbase, therefore, it is important that you feel comfortable with every day not being the same and you are ready to influence positive change. Thirsty for knowledge.  At Backbase we always question the status quo and look for new solutions and ways to do things. Communication.  Be able to describe a complex thing and challenge the solution of your colleagues and clients 

BFC From its start in 1976 as a Property & Casualty and Surety carrier, Bankers has grown to encompass an array of businesses, known collectively as Bankers Financial Corporation.

Betterment for Business is a 401(k) service built from the ground up with the needs of the modern employee in mind. It's selected by employers who want to offer their employees tailored and smart financial advice that will help them create a more secure future. Betterment for Business is powered by Betterment's proprietary, smart technology that automates and optimizes asset allocation to enhance financial wellness. As a fiduciary that is independent of the funds it invests in, Betterment believes that everyone has the fundamental right to expert financial advice. In addition to the core investing services, Betterment’s platform includes Betterment Everyday—Betterment’s cash management suite which offers a checking account, debit card, and high-yield account. Headquartered in New York City and created by the largest independent robo-advisor, Betterment for Business is used by leading employers like Casper and Boxed. For more information, visit www.betterment.com/401k.   401(k) plan administration services provided by Betterment for Business LLC. Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC. Betterment LLC and Betterment Securities are affiliates of Betterment for Business LLC.

Making the financial back office a better place Bill.com is a leading provider of cloud-based software that simplifies, digitizes, and automates back-office financial processes for small and mid-sized businesses. Our customers come from all industries, ranging from startups to established brands and nonprofits to franchises. Our mission is to make it simple to connect and do business. We make paper-based manual transaction processing obsolete by transforming how our customers manage their cash inflows and outflows, creating efficiencies and freeing our customers to run their businesses. Solving a big problem Recent research shows that 90% percent of surveyed U.S. businesses still rely on paper checks and other manual processes. Issues like long approval cycles and missing information on invoices are the leading cause of payment delays and missed discounts. It's a time-consuming, inefficient, and costly way to work. We have been helping businesses streamline their financial workflow, generate and process invoices, streamline approvals, send and receive payments, sync with their accounting system, and manage their cash. As a result, we are central to accounts payable and accounts receivable operations for businesses. Helping businesses succeed faster We free our customers from outdated financial processes and simplify their lives with a solution that is: Automated and efficient : Bill.com automates manual work to help businesses pay domestic and international bills more efficiently. Our customers report saving on average 36 business days annually. Unified and integrated : Our platform connects businesses to their suppliers and clients, and integrates with popular accounting software and financial solutions. Digital and cloud-based : Invoices, contracts, and other important business documents are stored in the cloud for quick reference on any device—only by authorized users, of course. Visible and transparent : With key workflows visible on a single dashboard, businesses can gain more insight into their operations and intelligently manage cash flows.   Building with cool technology Our intelligent platform is core to our goal of automating the back-office financial process from end to end. Built in the cloud for greater convenience and flexibility, Bill.com harnesses smart technology like machine learning and artificial intelligence to reduce busywork and increase accuracy. Creating a world-class culture As the saying goes, teamwork makes the dream work. We're always looking for talented people to join our growing team. We're humble, fun, and authentic in our work. We're passionate about our customers' success, and dedicated to making their lives easier. We value diverse teams in an inclusive environment where ideas, perspectives, and intellectual curiosity are free to mingle. Want to come work with us?  Check out our current job openings today .

At Redi2, we are passionate about making billing better for financial services firms. As we do so, our clients become more successful at servicing their clients. This outcome has earned Redi2 the confidence of many of the world’s leading financial institutions. Ahead of the Curve In 2007, we became the pioneer of the Software-as-a-Service (SaaS) delivery model for financial services billing solutions.  This enabled us to increase the service levels we delivered to our clients – and their satisfaction increased as well.  At Redi2, we’re always prepared to innovate so that we can be even more relevant to our clients and partners. Why Choose Us? For over fifteen years we’ve brought together people, technology, and experience to deliver solutions for clients of all shapes and sizes.  We’ve set a standard for how fintech billing firms service their clients – we address the immediate complexities and then go beyond to deliver long-term results.  We are passionate about delivering a better billing experience that enables our clients to collect their revenue faster.

Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers. As of May 7, 2021, Bitwise managed over $1.5 billion across an expanding suite of investment solutions. The firm is known for managing one of the largest crypto index funds (OTCQX: BITW), the first crypto industry ETF (NYSE: BITQ), and pioneering products spanning DeFi, Bitcoin, Ethereum as examples. Bitwise focuses on partnering with financial advisors and investment professionals to provide quality education and research. The team at Bitwise combines expertise in technology with decades of experience in traditional asset management and indexing—coming from firms including BlackRock, Blackstone, Facebook, and Google, as well as the U.S. Attorney’s Office. Bitwise is backed by leading institutional investors and asset management executives, and has been profiled in Institutional Investor, CNBC, Barron's, Bloomberg, and The Wall Street Journal. For important risk information visit: https://www.bitwiseinvestments.com/disclosures BITQ ETF Prospectus: www.bitqetf.com BITQ ETF Risk Disclosure: www.bitqetf.com

BizEquity has created the first patented online service to help over 200 Million global businesses around the world know what they are worth. Our SaaS platform provides support to advisors, financial institutions, and their business owner clients. It's our mission to help every business owner in the world know what they are worth. "What's your business worth?"TM is the most important question they can ever answer. Learn more at www.bizequity.com/aboutbizequity.

BlackRock's purpose is to help more and more people experience financial well-being. As a global investment manager and a leading provider of financial technology, our clients—from grandparents, doctors, and teachers to large institutions—turn to us for the solutions they need when planning for their most important goals. People join our firm from around the world to gain real-world experience while making an impact. Discover how you can have a career at BlackRock that's exciting, rewarding and full of possibilities.

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes. All funds listed on CAIS undergo Mercer’s independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, making investing in alternatives simple. Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere. Securities offered through CAIS Capital LLC, member FINRA, SIPC.

Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists. We empower you to: Gather accurate client insights   Our data and insights platform and gamified simulator technology measures client behavior and creates powerful business building and suitability insights in under 90 seconds.   Deliver intelligent recommendations   We transform onboarding and annual reviews into an engaging and educational experience for the client so that you can help them make purposeful decisions with their money and time.   Operate with greater safeguards and profitability while serving clients’ best interest   We bring you unmatched Risk and Regulatory protection for your digital properties.   Who benefits from Capital Preferences’ technology? Everyone. Your entire organization benefits by understanding customers scientifically and precisely. Marketing, sales, service, product, risk, compliance, and the CEO all rely on client insights – except today most firms do not understand what drives each client’s behavior. We believe that firms without insights from revealed preferences are like doctors’ offices without the latest diagnostic equipment – staffed by smart and experienced professionals, but left to guesswork that comes from patients self-reporting their symptoms. The ROI for adopting global client insight and suitability technology is significant. For firms who are committed to operating intelligently, ethically and with full client alignment, Capital Preferences can be your catalyst for a full-scale digital transformation.  

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 600 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,000 companies across a wide range of industries — handling over $750 billion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com. Financial risk management advisory | Interest rate, foreign currency, and commodity hedging | Hedging execution and processing | Hedge accounting | Derivative and debt valuation | Derivatives regulatory compliance | ISDA review and negotiation | Defeasance and yield maintenance | Debt and derivatives analytics | Financial risk management technology

We created Chime because we believe everyone deserves financial peace of mind. By eliminating unnecessary fees and helping people grow their savings automatically, we've empowered millions of Americans to take control of their finances. Chime is the largest and fastest-growing U.S. player in the challenger-banking space. Through our banking partners, we offer access to bank accounts with fee-free overdraft, provide members the chance to receive early access to their paychecks, help them improve their credit, and more! We've built one of the most experienced leadership teams in Fintech and were recently valued at over $14.5B. We've raised over $1B in funding from leading investors including DST, Coatue, Tiger Global, General Atlantic, Iconiq, Dragoneer, Menlo, Whale Rock, Access, Forerunner, Crosslink, Cathay, aCrew, and others.

At Clarity AI, we are committed to  bringing social impact to markets . We are a tech company started in 2017, leveraging AI and machine learning technologies to ensure environmental, social and governance dimensions are the focal point of decision making within financial markets.   We are now a team of more than 100 highly passionate individuals coming from all over the world. Together, we have established Clarity AI as a leading startup backed by investors and strategic partners such as  BlackRock  and  Deutsche Börse  who believe in us and share our goals. We have plans to continue growing our teams in the US, UK and Spain this year so if you would like to join us on this rocket ship, keep reading!

Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. Clark Capital Management Group strives to deliver premium investment solutions, innovative strategies and techniques and superior service to successful financial advisors and their clients. We believe this allows advisors to focus on their most valuable role: understanding their clients’ needs and helping them achieve financial security. We seek to partner with only the most experienced and knowledgeable financial advisors. Our Navigator Investment Solutions are tailored to the unique requirements of high net worth individuals, corporations, foundations, and retirement plans.

There is a growing problem in capital markets. Traders have outgrown the infrastructure that banks use to serve them. Prices are rising, access is declining, and innovation is at a standstill. Clear Street is building infrastructure that will power global trading in 2030 and beyond. Products and services are offered by Clear Street LLC, member FINRA and SIPC

CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce; ensuring that our employee base reflects the consumers we serve; cultivating a workplace in which every employee can live up to their full potential. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP’s commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech.

Cognizant is one of the world's leading professional services companies, transforming clients' business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant is ranked 193 on the Fortune 500 and is consistently listed among the most admired companies in the world.

We believe life’s changes create financial needs for people and that the traditional financial system often puts up unnecessary obstacles. People celebrate major milestones like going to college, getting married, and buying a home. And most of the time, these milestones come with financial implications. At Credible, we have built a company with the mission of bringing transparency, choice, simple processes and savings to accessing credit for life’s important moments. What you see is what you get. We are committed to being upfront, honest, and clear about your options. There are no mysteries, no hidden fees, and no secret clauses. Credible is a fast-growing Fintech company that has world class management, has raised multiple rounds of funding, is generating significant revenue and is disrupting the lending market and helping people save money and get out of debt faster.

Crumdale Partners is a dynamic insurance enterprise building better health care plans with solutions across the scope of business insurance, employee benefits and voluntary benefits. With experienced consultants in all areas of PBM, TPA, Benefits, Actuarial Service, Underwriting, Compliance, Analytics and Risk Management, we can create the best insurance plans to suit the cost-containment and coverage solutions our clients strive for. Our Mission: Our enterprise is driven by an entrepreneurial spirit and grounded in meaningful relationships. The Crumdale Partners family of companies was founded in 2014 from a vision for broad-based insurance solutions rooted in local market expertise and relationships. Today, we are the fastest-growing purveyor of diversified insurance solutions, with deep-rooted experience in program management, consulting, risk management, underwriting, cost containment and analytics.

DBRS Morningstar is a full-service global credit ratings business with approximately 700 employees around the world. We’re a market leader in Canada, and in multiple asset classes across the U.S. and Europe. We rate more than 3,000 issuers and nearly 60,000 securities worldwide, providing independent credit ratings for financial institutions, corporate and sovereign entities, and structured finance products and instruments. Market innovators choose to work with us because of our agility, transparency, and tech-forward approach. DBRS Morningstar is empowering investor success as the go-to source for independent credit ratings. And we are bringing transparency, responsiveness, and leading-edge technology to the industry. That’s why DBRS Morningstar is the next generation of credit ratings. Learn more at dbrsmorningstar.com.

Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies.  By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions. Since 1981, we have translated research into real-world investment solutions for clients.  Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds.  Headquartered in Austin, Texas, with 14 offices around the world, Dimensional manages $637 Billion as of March 31, 2021. Our people are passionate about what they do. Learn more about life at Dimensional and the difference that our employees are making for clients across the globe. Hear from Our People. Dimensional Fund Advisor LP is an investment advisor registered with the Securities and Exchange Commission.  

When you join Dow Jones, you become part of the most dynamic, creative and savvy news and information companies in the world. As a global leader in news and business intelligence, we're newswires, websites, newspapers, apps, newsletters, databases, magazines, and video --including some of the widest-read and most-respected brands, like The Wall Street Journal, Factiva, Barron’s, MarketWatch, Financial News, DJX, Dow Jones Risk & Compliance, Dow Jones Newswires, and Dow Jones VentureSource. Our products inform the discussions and decisions that are vital to the world's commerce, while our databases make the business world more transparent. We continually develop technology to transform information into insight and prosperity. We enlighten and inspire audiences around the globe with authoritative, differentiated and trusted content.

DriveWealth is an API-driven global brokerage infrastructure platform powering both traditional and innovative investment experiences for more than 90 partners in over 150 countries. DriveWealth’s mission is to reshape the world of retail investing by enabling banks, global brands, and Fin-techs to provide investment access and advice to underbanked and underserved customers that was previously only available to the wealthy. We are pioneering embedded finance and fractional investing in US equities with a modern and  award winning  API-driven brokerage infrastructure. We’ve built a patent-pending technology to fractionalize US equities and were the first to receive a license to do so in 2015. DriveWealth makes it as easy to buy Starbucks stock as it is to buy a Starbucks latte.

We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice. In 2018, two of America’s most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines — and the way people plan, save and invest was forever transformed. Today we’re America’s top independent financial planning and investment advisor, recognized by InvestmentNews1 and Barron’s2. We have 178 planner offices nationwide, and 1.2 million clients trust us to manage over $212 billion in assets.

Ellevest is a financial services company built by women, for women. Join a community of women+ doing more for their money and career at ellevest.com.

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it’s the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve almost 70 thousand financial professionals and supports over 4 million end clients. At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results. eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Empower has built a culture around the words we live by:   Our culture                             Our values Customer obsessed             We do the right thing Accountable                           We own it Growth mindset                     We lead Constantly improving            We simplify Inclusive                                  We collaborate   Doing the right thing includes giving back through our ACT (Associates. Communities. Together.) Program in personal ways that matter most to our associates. And Empower supports their passion to help through a dollar-for-dollar charitable donation match and two paid volunteer days annually.   Being inclusive means celebrating our differences, which is driven by our diverse mix of Business Resource Groups (BRGs) and the activities and events they sponsor.   Continued growth is achieved through partnerships with professional football and soccer teams as well as PGA and LPGA Tour professional golfers. These relationships that further reinforce and promote our brand are headlined by Empower Field at Mile High — our exclusive naming rights to the place the Denver Broncos call home.   When you choose to work at Empower, you’ll experience a unique opportunity to take your career wherever you want it to go.   Equal opportunity employer •  Drug-free workplace   Due to COVID-19 and to ensure the health and wellness of our associates, we have temporarily transitioned the majority of associates to a remote work environment. During this time, any required training and day to day responsibilities will be conducted virtually, in the convenience of your home.   To ensure you are set up for success during this period, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. The opportunity to continue working from home on a long-term basis is dependent on departmental guidelines and should be discussed with the recruiter and/or manager during the interview process. Current work from home arrangements are a temporary response to COVID-19. Many of our positions will reside in an Empower office location once we begin returning our associate to the office.

Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 1,000 companies, including 15 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers. Envestnet | Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and drive better outcomes for our clients and their customers. Envestnet | Yodlee is headquartered in Redwood City, CA with global offices in London, Sydney and Bangalore. For more information, visit www.yodlee.com.

Founded in 2014, Even Financial is a B2B fintech company that is transforming the way financial institutions find and connect with consumers. As the leading search, comparison, and recommendation engine for financial services, Even seamlessly bridges financial institutions (including American Express, Goldman Sachs, and SoFi) and channel partners (such as TransUnion and MoneyLion) via its simple yet robust API and embeddable marketplaces. Even turns any consumer touchpoint into an ROI-driven, fully customizable, programmatic acquisition source with full compliance and security at scale. Even’s investors are leading financial services firms and VCs, including American Express Ventures, Canaan Partners, Citi Ventures, F-Prime Capital (Fidelity), Greatpoint Ventures, Goldman Sachs, LendingClub, and MassMutual Ventures. Even placed in the Top 50 of the 2020 Deloitte Technology Fast 500, awarded to the fastest growing tech companies in the world, and has originated over $3B in credit to date.  

Facet Wealth is one of the fastest-growing financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be.

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

What is risk tolerance and why do we measure it? Risk tolerance is how emotionally comfortable a person is with taking financial risk. For example, how much a person is willing for their portfolio to diminish for a chance to make bigger returns. It is psychological and is best measured with a psychometric tool. By knowing how comfortable a client is with investment ups and downs, advisors can make sure their clients don’t panic, or worse, blame the advisor when a risk is realised. Risk Tolerance and Risk Profiling Risk profiling is a process for finding the optimal level of investment risk for your client by balancing their risk required, risk capacity and their individual risk tolerance. Risk Required Risk Required is the risk associated with the return required to achieve the client's goals from the financial resources available. Risk Capacity Risk Capacity is the level of financial risk the client can afford to take. Risk Tolerance Risk Tolerance is the level of financial risk the client is emotionally comfortable with. There is often a mismatch between risk required, capacity and tolerance. FinaMetrica helps you to identify mismatches and resolve them with your client.

Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data. Our trusted and proven open banking platform empowers consumers to easily connect their financial data to the apps they choose, transforming the way we experience money for everything from budgeting and payments to investing and lending. Through market-leading data connections, Finicity partners with influential financial institutions and disruptive fintech providers alike to give consumers a leg up in a complicated financial world, helping to improve financial literacy, expand financial inclusion, and ultimately lead to better outcomes. Finicity is headquartered in Salt Lake City, Utah. Finicity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Financial Market Data Runs On Outdated Infrastructure. FinMason Has Upgraded It, And Added Analytics Fintech tools require large quantities of poorly structured market data, and software developers spend months ingesting and normalizing the data, and more months building analytic calculations. FinMason solves that problem by providing access to over 500 calculations and 600 market data items on every stock, bond and fund in the world, delivered through one simple, fast API. Using FinMason’s API, investment analytics can be quickly and cost-effectively added to any fintech platform.   Senior Leadership FinMason was founded by experienced industry insiders and leading technologists. They have managed institutional portfolios, built and managed performance, risk, and analytics systems for large institutions, and built and sold large technology companies.

Fiserv, Inc. (NASDAQ: FISV) is a leading global technology provider serving the financial services industry, drivinginnovation in payments, processing services, risk and compliance, customer and channel management, andbusiness insights and optimization

First Eagle is an independent investment management firm that manages approximately $110 billion in assets (as of 12/31/21) on behalf of institutional and individual clients. With the core purpose of providing prudent stewardship of client assets, the firm focuses on active, fundamental and benchmark-agnostic investing, with a strong focus on downside mitigation. First Eagle’s investment capabilities include equity, fixed income and multi-asset strategies. With a heritage dating back to 1864, First Eagle has helped its clients avoid permanent impairment of capital and earn attractive returns through widely varied economic cycles—a tradition that is central to its mission today. First Eagle Investments is the brand name for First Eagle Investment Management, LLC and its subsidiary investment advisers.

Founded nearly 90 years ago, Firstrust’s business is serving the banking needs of our commercial and retail customers in the Philadelphia region. From large operating companies, real estate developers, manufacturers, and doctors to young families and grandparents – we’re here for them all. Our promise is to empower their success by offering them the most tailored, state-of-the-art banking solutions they can get, along with advice on how to best manage their finances, build their businesses, and overcome financial challenges. The core value of always being there for our customers - especially when they need us most - has made us the largest family-owned commercial bank in our region. And it’s also why thousands of the most successful entrepreneurs, innovators, and leaders come to us FIRST when they need help making their biggest dreams a reality.

You deserve to do what you love, and love what you do – a career that works as hard for you as you do. At Fiserv, we are 44,000, #FISVProud innovators, delivering superior value for our clients through leading technology, targeted innovation and excellence in everything we do. You have choices – if you strive to be a part of a team driven to create with purpose, now is your chance to Find your Forward with Fiserv. Apply today to join a company named a FORTUNE World's Most Admired Companies® for the eighth consecutive year.

With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.

From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers. Our digital marketing tools and award-winning content are unparalleled in the industry. We currently provide over 40,000 advisors and insurance agents with websites, multimedia content, and the industry’s best communication tools. FMG Suite was born in San Diego, CA in 2011. We started with a handful of advisors and creative thinkers who dared to ask the question, “How can we make a remarkable difference for advisors?” Since then, our offerings have grown from websites to a sophisticated, automated “suite” that supports advisors’ success, day in and day out. Today, we are a hardworking, fun-loving team of experts from around the world, with experience encompassing finance, law, compliance, graphic design, web development – and nearly everything in between. We love putting our creative skills toward helping your business flourish.

FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. With over 20 years' experience in the wealth management space, our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management System®—a membership program designed to help advisors value, protect, and grow their businesses. Our team of 45+ includes an in-house legal department, financial analysts and modelers, certified valuation specialists, and seasoned business consultants—all spanning nearly a century of combined experience. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals.