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Custodians (emerging - less than $25b)

  • Diversity, Equity And Inclusion
  • Thought Leadership
  • Transition Support

Laserfiche is the leading SaaS provider of intelligent content management and business process automation for highly regulated industries such as wealth management, banking and insurance. Through powerful workflows, electronic forms, document management and analytics, the platform accelerates how bu

Dedicated to the pursuit of excellence in everything we do, Cohen ; Steers is the leading global investment manager specializing in real assets and alternative income, focused on delivering diversification, alpha and income. Our teams are relentless in their drive to provide superior investment solu

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

Finalists
Zabo
Cryptocurrency Portfolio Dashboard for Financial Advisors
Zabo
Cryptocurrency Portfolio Dashboard for Financial Advisors
YCharts
Custom Securities Tool
XY Planning Network
Virtual Internship Program
Whealthcare Planning
The Realities, Opportunities, And Risks Associated With Diminished Capacity
Wells Fargo Asset Management
Remi Customized SMA Platform
WealthForge
Altigo: Alternative Investments in Good Order
Wealth Enhancement Group
Jeff Dekko
Wealth Enhancement Group
Jeff Dekko, CEO

Finalists

Schwab Advisor Services
Talent Resource Center
Fidelity Investments
Future Framework
BNY Mellon Wealth Management
Charitable Gift Report
Apex Clearing Corporation
Next investor Outlook

Finalists

LPL Financial
Strategic Wealth Services
Fiduciary Trust Company
Digital Custody Account Transitioning
BNY Mellon | Pershing
Virtual Client Transitions

Registration

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