Our Resource Partners
Pershing Advisor Solutions
Pershing LLC has been a leading global provider of financial business solutions for more than 80 years. They currently serve more than 1,400 clients worldwide, including many of the world's most respected financial organizations. A BNY Mellon Company, Pershing has custody of $1.8 trillion in global client assets.
Dynasty Financial Partners
Dynasty Financial Partners is a leading provider of wealth management and technology platforms for select independent financial advisory firms. They manage $25 billion in global client assets and are an eight-time award recipient from Private Asset Management Magazine.
Addepar is a Silicon Valley-based investment management platform for clients with complex portfolios and sophisticated investment needs. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $1 trillion in assets on the Addepar platform.