Event

Riskalyze

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Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework.

19 - 21 Oct 2022
Hybrid

Speakers and Delegates
Industry Experts and Thought Leaders

Partner
Strategic Advisory Board Member
Co-Founder and CEO
Chief Evangelist | Marketing Idea Generator

Sponsors and Exhibitors
Brand, Media and Promotional Partners

Holistiplan

Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients.

Signal Advisors

Signal Advisors is a venture-backed, Detroit startup that helps independent financial advisors grow their business in various ways—through technology, financing, peer-to-peer coaching, marketing, and more.

Innovator ETFs

Formed in 2014, Innovator Capital Management LLC has a legacy of innovative investment solutions. The firm is currently headed by Bruce Bond and John Southard, founders of PowerShares ETFs, the 4th largest ETF provider in the world.

Hubly Inc

Hubly's technology helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships.

FP Alpha

The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.

Charles Schwab

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.

Succession Resource Group

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country.

Matson Money

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson.

Organizer

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