Pershing has supported many of the world’s most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on them for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting. They manage over $2Tn in global client assets and serve over 1,300 financial firms worldwide.
Schwab draws from over three decades of serving affluent households. More independent financial advisors work with – and entrust more assets to – Schwab than any other custodian. Schwab has 270+ family office advisors that collectively manage over $150 billion.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience.
AdvisorOp empowers advisory firms with reporting, paperless account opening, business process automation, account monitoring, client engagement and other operational solutions. By seamlessly integrating CRM, Portfolio Accounting, Research, Document Generation, E-Signature and Custodian systems, AdvisorOp enables greater operational productivity and efficiency.
Halo has built a comprehensive ecosystem that efficiently connects buyers and sellers with protective investing solutions, like Structured Notes. They launched in 2015, have partners and clients in 5 continents, and over 20 global banking partners. Their cutting-edge platform was built with three ideas in mind: automation, personalization, and putting control in the hands of investors.
iCapital Network is the financial technology company with the mission to power the world’s alternative investment marketplace. Our platform has transformed the way alternative investments are bought and sold through tech-based solutions for advisors, their high-net-worth client base, asset managers, and banks.