ABN AMRO is a Dutch bank offering retail and private banking services across the Netherlands, with online and...

Acorns is a fintech company offering automated saving and investing tools for individuals and families. Its Money Manager...

Addepar is a multi-product software and data platform designed for complex investment portfolios. It serves investment professionals worldwide...

AlTi Global is a holding group offering private wealth management services through its global family office network. The...

Altruist is a fintech company that serves wealth management by providing a modern custodian platform for RIAs. It...

Ameriprise Financial provides financial planning and retirement investment advice through its network of financial advisors. The company emphasizes...

Apex Fintech Solutions provides cloud-native wealth tech solutions and digital investing platforms for financial institutions such as wealth...

Aspiriant is a leading independent wealth management firm in the United States that is employee owned, offering financial...

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals....

Baird is an employee-owned financial services firm providing wealth management, capital markets, asset management and private equity services....

Bank of America is a leading financial services company offering retail banking, credit cards, mortgages, auto lending, investing,...

Bank of Singapore is a private banking subsidiary of OCBC, rooted in Asia with a global private banking...

Barclays is a British universal bank offering a broad range of financial services, including consumer banking and a...

Beacon Pointe Advisors is a nationwide registered investment advisory firm specializing in private wealth management, institutional consulting, and...

Betterment is a fintech company that automates money management through automated investing, high-yield cash, and retirement planning solutions....

BMO (Bank of Montreal) is a North American financial institution providing a broad range of banking and financial...

BNP Paribas Wealth Management is a leading international private bank offering wealth management, private banking, and related advisory...

BNY is a global financial services company, the corporate brand of The Bank of New York Mellon Corporation....

Brewin Dolphin is a UK-based wealth manager offering personalised financial planning, investment management, and inherited wealth planning services...

Brighton Jones is a wealth management firm that positions itself as a Personal CFO for clients. The firm...

Brooks Macdonald is an investment management firm dedicated to enhancing clients' wealth through tailored investment solutions. The company...

On April 1, 2018, Strasbaugh Financial Advisory merged into Buckingham Strategic Wealth and now runs Buckingham's Colorado Springs...

Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors,...

Canaccord Wealth is a UK-based independent wealth manager offering wealth planning and investment management for individuals, families, business...

Caprock is a privately owned, multi-family office offering ultra-high-net-worth individuals comprehensive wealth management, financial planning, and private investing....

CAPTRUST provides investment advisory, fiduciary, and risk management services for nonprofit organizations, retirement plan sponsors, and individual investors....

Carson Group is a financial services firm that acts as a comprehensive partner for financial advisors, providing heavy-lifting...

Cetera Financial Group® ('Cetera') is a leading network of independent retail broker-dealers empowering the delivery of objective financial...

Charles Schwab is a leading financial services firm offering a comprehensive suite of investment products and wealth management...

Commonwealth Financial Network is an independent broker-dealer and financial services firm that partners with independent financial advisors, offering...

Coutts is a private bank and wealth management firm with a long history, offering personalised wealth management, private...

Creative Planning is a wealth management firm that provides fiduciary financial planning, investment management, and comprehensive wealth services...

Cresset is a private wealth management and family office firm that serves entrepreneurs, founders, and ultra-high-net-worth families. It...

DBS Bank is a Singapore-based financial institution with a strong presence across Asia, offering consumer, corporate, and investment...

Deutsche Bank is a global financial institution providing a wide range of banking and financial services. It operates...

E*TRADE from Morgan Stanley is a US-based financial services company offering online brokerage, retirement accounts, and banking services....

Edelman Financial Engines is a U.S.-based financial advisory firm offering comprehensive wealth management and financial planning services. The...

EFG International is a prominent global private banking group based in Zurich, offering private banking and asset management...

Ellevest is a US-based financial services company focused on women’s wealth, offering holistic wealth management and financial planning...

Envestnet provides an integrated ecosystem of wealth management technologies and data solutions designed to empower financial advisors, RIAs,...

Evelyn Partners is a UK-based wealth management firm offering personalised financial planning and investment management for individuals, families,...

Facet is a US-based financial advisory firm offering flat-fee, CFP® professional guidance across comprehensive financial planning, retirement planning,...

Focus Partners Wealth provides fiduciary wealth advisory services, offering personalized financial planning, investment strategies, and legacy solutions. With...

Hightower Advisors is a wealth management firm that amplifies the success of independent advisory practices by connecting clients...

Indosuez Wealth Management is an international private bank focused on wealth management for families and entrepreneurs. With a...

Interactive Advisors is a fintech-enabled investment platform offering low-cost access to a diverse range of portfolios, many with...

J.P. Morgan is a global financial services firm offering a wide range of services across corporate and investment...

Julius Baer is an international wealth manager with a long Swiss heritage, focused on helping clients achieve their...

LGT is a private banking group offering wealth management and investment services with a focus on sustainability and...

Lombard Odier is a Swiss private bank specializing in wealth and asset management, private banking services, and technology...

LPL Financial is a prominent independent broker/dealer based in the United States, focusing on the retail financial advice...

M1 is a fintech company offering automated, long-term investing and money management tools. It provides brokerage and retirement...

Mariner Wealth Advisors is a national wealth management firm offering comprehensive financial planning, investment management, and fiduciary guidance...

Mercer Advisors is a nationwide wealth management firm that combines financial planning, investment management, tax, estate, and insurance...

Merrill Edge is the online brokerage arm of Bank of America, offering a wide range of investment products...

Moneyfarm is an online investment management company offering guidance and managed portfolios for individuals in the UK. It...

Northern Trust is a global financial services company that serves the UK market with guidance across wealth management,...

Orion Advisor Solutions is a leading provider of wealthtech solutions for financial advisors, offering a range of services...

Osaic is a leading provider of wealth management solutions and home to a service-driven community of financial professionals....

Pathstone is a wealth advisory and family-office services firm that partners with individuals, families, and institutions to manage...

Pictet is an independent Swiss private bank and asset manager founded in 1805 and headquartered in Geneva. With...

Plancorp is a financial advisory firm offering holistic wealth management and comprehensive financial planning for individuals, families, and...

Quilter is a financial services company providing advice, investments, and wealth management to help individuals achieve their financial...

Rathbones is a leading UK wealth manager offering wealth management and asset management services to private clients, charities,...

Raymond James is a full‑service financial services firm offering wealth management, banking, and capital markets solutions to individuals,...

RBC Wealth Management is the wealth management arm of the Royal Bank of Canada, providing tailored strategies to...

Richardson Wealth is a leading independent wealth manager in Canada, offering personalized, boutique-style financial guidance with the scale...

Ritholtz Wealth is a wealth management firm that provides financial planning, investment strategies, and estate and tax planning...

Rockefeller Capital Management is a multi-disciplinary financial services firm serving families, individuals, institutional investors, and corporations. The company...

Rothschild & Co is one of the world’s largest independent financial advisory groups, offering global financial services across...

Santander Private Banking is the private banking arm of Banco Santander, offering a global platform for UHNW clients...

Savant Wealth Management is a fiduciary financial advisory firm offering comprehensive wealth management across the United States. The...

Scalable Capital is a bank and broker that combines traditional banking services with a robo-advisor and automated investment...

Scotia Wealth Management provides a holistic, team-based wealth management service for individuals, families, and institutional investors in Canada....

SigFig Wealth Management offers digital wealth management and financial planning services, serving both enterprise and consumer segments with...

SoFi, short for Social Finance, is a financial technology company based in the United States, dedicated to empowering...

SS&C Technologies is a leading cloud-based provider of financial services technology solutions that power investment operations for asset...

St. James's Place is a leading wealth management firm in the United Kingdom that provides one-to-one financial advice...

Standard Chartered is a global bank that connects corporate, institutional and affluent clients to growth opportunities across Asia,...

Stash is a digital financial services company offering investing and banking products for U.S. based consumers. It provides...

Titan is a leading Indian brand offering a wide range of watches, wallets, belts, clocks, and gift accessories....

TradePMR is a custodial services provider focused on independent RIAs, offering specialized technology and white-glove support to help...

UBP is a family‑owned Swiss private bank focusing on wealth and asset management for private and institutional clients....

UOB is a major Singapore-based bank offering a global network of financial services across personal banking, wealth management,...

Vanguard is a global investment company known for its broad range of mutual funds and ETFs, retirement planning...

Waverton Investment Management is a distinguished investment management firm based in the UK, specializing in tailored investment solutions...

Wealth Enhancement is a financial services firm specializing in comprehensive wealth management for individuals and private clients. The...

Wealthfront is a fintech wealth management firm that offers automated investing and cash management services. It provides a...

Wealthsimple is a financial services company that offers smart investing products and personalized advice to build long-term wealth....

Wells Fargo operates as a major U.S. financial services institution offering a broad range of consumer and commercial...