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Capital Group

Since 1931, Capital Group has been dedicated to improving people’s lives through successful investing. Our commitment to that mission has fostered lasting relationships with investors and financial intermediaries built on trust, integrity, excellent service and investment results.

Invesco

Invesco Ltd.is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in more than 20+ countries, Invesco managed US $2.2 trillion in assets on behalf of clients worldwide as of December 31, 2025.

State Street Investment Management

At State Street Investment Management, we have been helping create better outcomes for institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $5 trillion in assets managed*, clients in over 60 countries, and a global network of strategic partners, we use our scale to deliver a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.

*This figure is presented as of December 31, 2025.

Wealth.com

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose built for financial institutions, Wealth.com enables firms to scale estate and tax planning with efficiency, consistency, and measurable client impact.

Trusted by the largest names in finance, the platform combines proprietary AI, enterprise grade security, and deep legal and tax expertise to support everything from foundational estate plans to advanced estate and tax analysis. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology at the 2025 WealthManagement.com Industry Awards and ranking #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

AdvisorEngine

AdvisorEngine Inc.^® is an open architecture, end-to-end wealth management platform that is approachable, connected, and scalable. Our suite of capabilities includes CRM, Digital Onboarding, Portfolio Management Tools, Investment Management*, and a robust Client Portal. Our distinctive partnership approach is defined by Southern hospitality in a New York minute. AdvisorEngine technology serves advisory firms through extensive integration partnerships, enabling firms to achieve operational excellence and scale efficiently.

*Investment Management services offered through AdvisorEngine Portfolio Solutions Inc.

Advyzon

Advyzon delivers a unified wealth management platform designed to simplify the complexity of running a modern financial services firm. Built on a single-source data foundation, Advyzon replaces disconnected systems with one connected experience that helps firms operate more efficiently, move faster, and scale with confidence. The platform is designed for flexibility, customization, and continuous innovation, empowering firms to adapt as their business evolves without the friction and limitations of legacy technology. With modern architecture, rapid development cycles, and a highly configurable approach, Advyzon helps firms streamline operations, strengthen the client experience, and support growth through a more connected, scalable operating environment.

Ariel Investments

Ariel Investments is an independent money management firm founded in 1983—built on a philosophy of patient, long-term investing. With expertise in public equities across the market cap spectrum and around the globe, we offer managed accounts, mutual funds and other investment products. We aim to help institutions, financial intermediaries, defined contribution plans and individuals from all walks of life achieve their long-term financial goals.

BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.

Dispatch

Dispatch is the unified data layer for wealth management. Dispatch sits across the systems firms already use — custodians, CRMs, planning tools, portfolio systems — and makes them operate as one. The platform translates between every system, normalizes the data underneath, and runs workflows that span them: onboarding and account opening, advisor transitions, and client data syncing. The high-stakes operational work that has always been done by hand, now done by infrastructure built for it. Built by operators and engineers from wealth management and A-tier technology companies, Dispatch is used by enterprise RIAs and independent broker-dealers across Fidelity and Pershing.

Nuveen

Nuveen is a global investment leader, managing $1.4 trillion in public and private assets for clients around the world, as of December 31, 2025. With broad expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, and natural capital, providing clients with the reliability, access, and foresight unique to our 125+ year heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors — all to pursue lasting performance for our clients, our communities, and our global economy.

Syntax Data

Syntax Data is a leader in proprietary financial data and automated portfolio construction, powered by its Functional Information System (FIS^®) technology. FIS^® classifies and connects companies by their true functional economic role and interconnections – moving beyond traditional sector labels to reveal granular hidden risk correlations and structural relationships that drive portfolio performance. Together, these platforms empower investment managers, wealth advisors, and financial institutions with precise and transparent solutions that facilitate financial research, portfolio customization, index development, and ongoing investment management. Syntax operates through three segments: Syntax Data, Syntax Direct, and Syntax Indices.

AMG

AMG is a strategic partner to leading independent investment management firms globally. AMG’s strategy is to generate long‐term value by investing in high-quality independent partner-owned firms, through a proven partnership approach, and allocating resources across AMG’s unique opportunity set to the areas of highest growth and return. Through its distinctive approach, AMG magnifies its Affiliates’ existing advantages and actively supports their independence and ownership culture. As of December 31, 2025, AMG’s aggregate assets under management were approximately $813 billion across a diverse range of private markets, liquid alternative, and differentiated long-only investment strategies.

Envestnet Financial Technologies, Inc.

Envestnet is the leading Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client’s financial life. Backed by 25 years of experience and $7 trillion in platform assets (as of December 31, 2025), Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.

Gabelli Funds

Gabelli Funds offers a recognized range of funds managed by experienced investment professionals under the Gabelli, GAMCO, Teton, and Keeley Gabelli brands. The common threads across our funds include the focus on fundamental research, a consistently applied investment process, and our commitment to generating outstanding risk-adjusted returns. Gabelli Funds, LLC, is a wholly owned subsidiary of GAMCO Investors, Inc., a publicly traded company whose investment management business was founded in 1977. GAMCO, through its subsidiaries and affiliates, manages open- and closed-end funds, actively managed exchange-traded funds, private advisory accounts and investment partnerships offering a comprehensive suite of investment choices for our clients and financial professionals.

PIMCO

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.

Schwab Asset Management

As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors.