18 Sponsor


Leadership Conference Exhibitors & Sponsors

Opening Reception Sponsor

Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and family offices. The goal of Fidelity Clearing & Custody Solutions® is to help clients ensure that they are always future-ready by providing knowledgeable consulting, exceptional people and transformative technology. https://clearingcustody.fidelity.com

Ascendant Compliance ManagementAscendant Compliance Management is a leader in the compliance and regulatory services industry, offering personalized comprehensive compliance services for firms in the U.S. and abroad. https://www.ascendantcompliance.com

Finance of America ReserveThe Retirement Strategies Division of Finance of America Reverse LLC, supports our Originators and Partners by providing financial trainings to build an advisor referral network, workshops to educate those financial professionals, subject matter expertise, and ongoing industry updates. This enhances our partners’ understanding of utilizing home equity with a reverse mortgage to become a more valuable resource for the homeowners, financial professionals, and communities they serve. For more information, please visit https://www.fareverse.com/.

Graydon Compliance SolutionsGraydon Compliance Solutions, was established in response to the growing demand for personalized, comprehensive compliance solutions for RIAs. Our focus is to service and address the regulatory compliance needs of the RIA community by offering a suite of outsourced compliance solutions tailored to meet each client’s unique requirements in one of two ways: Outsourced Chief Compliance Officer and Compliance Program Administration. Our flat-fee pricing and personal relationships set us apart from other consulting firms, regardless of the level of service you choose. For more information, visit www.graydoncs.com.

InvestCloudHeadquartered in Los Angeles with global presence, InvestCloud is a Digital Platform offering first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. Today the InvestCloud platform supports over $1.7 trillion of assets across 700 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks. For more information, visit www.investcloud.com.

Renaissance Regulatory Services provides compliance consulting & support services to investment advisers, private funds, investment companies and broker-dealers. RRS specializes in compliance examinations, supervisory procedures, registration services, financial book-keeping, and ongoing compliance support services. We customize our services to fit your firm’s operations. RRS’ staff consists of former regulators and compliance professionals who have extensive experience with federal, SRO and state rules and regulations. www.RRSCompliance.com

Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries – from established global institutions to small start-up practices – to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years,Advent works with clients to minimize their risk and help them shape the future of investment management. For more information visit www.advent.com.

Telemet America, Inc. is a market data, portfolio analytics and investment research provider. Our desktop solution, Telemet Orion, is employed by some of the most well regarded financial institutions in the US. We supply our customers with vital market intelligence incorporating data, news, analytics and multimedia reports in one single platform. Telemet’s integrated investment platform improves workflow and enhances revenue. Investment professionals have relied on Telemet as major source of market data for over 30 years. Telemet Orion is well known in the business as an exceptional value and easy to use. For more information, visit www.taquote.com.

Ultimus Fund SolutionsULTIMUS FUND SOLUTIONS provides customized and comprehensive middle and back office services to investment advisers, including solutions for mutual funds, SMAs, private funds and other pooled investment structures. Our specialty is helping advisers evaluate and execute the organization of mutual funds, which we follow with a full-service, turnkey offering that has earned us the highest client rating among fund administrators four consecutive years. Please visit www.ultimusfundsolutions.com, and to request more information please contact Mick Grunewald (mgrunewald@ultimusfundsolutions.com) or Jace Schuppan (jschuppan@ultimusfundsolutions.com).