Who We Are

Addepar

Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, and integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $750 billion of assets on the Addepar platform.

Dynasty Financial Partners

Dynasty Financial Partners provides back- and middle-office operations through a comprehensive, fully customizable open-architecture platform. They are three-time winners of Private Asset Management Magazine’s prestigious award for Private Client Investment Platform — Innovation (2013, 2014 and 2015).

Fidelity

Fidelity Institutional Wealth Services® is a leading provider of trading, custody, and brokerage services to registered investment advisors, trust institutions, and third-party administrators. The company is able to leverage the capital, resources, and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients.

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Pershing LLC, member FINRA, SIPC, NYSE

Pershing LLC has been a leading global provider of financial business solutions for over 75 years. They currently serve more than 1,500 clients worldwide, including many of the world's most respected financial organizations. A BNY Mellon Company, Pershing has custody of $1.5 trillion in global client assets and net capital of approximately $2.0 billion.

Pershing LLC, member FINRA, SIPC, NYSE

Pershing LLC has been a leading global provider of financial business solutions for over 75 years. They currently serve more than 1,500 clients worldwide, including many of the world's most respected financial organizations. A BNY Mellon Company, Pershing has custody of $1.5 trillion in global client assets and net capital of approximately $2.0 billion.