Thank you to our 2025 Advisor Summit sponsors!
Ambassador sponsors.
Capital Group | American Funds
Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research, and individual accountability. As of December 31, 2024, Capital Group manages $2.8 trillion in equity and fixed-income assets for millions of individual and institutional investors around the world. Capital Group is a private firm that employs more than 9,000 associates and has offices in Europe, Asia, Australia, and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.
City National Rochdale
City National Rochdale is an investment management firm specializing in intelligently personalized portfolios for high-net-worth individuals, families, and foundations. Our tailored solutions are designed for clients desiring personalized portfolio management strategies that address their unique situation relative to investment objectives, tax sensitivities, income needs, or existing holdings with low cost basis or concentrated positions.
Dimensional
Dimensional Fund Advisors has been applying financial science to investing since 1981, building strategies based on rigorous academic research. Dimensional’s daily, systematic approach to outperforming benchmarks and peers sets us apart—we look past guesses about what company or sector might outperform and beyond the restrictions that tracking an index imposes. As of March 31, 2025, Dimensional and its affiliates managed US$786 billion for investors worldwide.
Gold sponsors.
Jump
Jump is the leading AI meeting assistant designed specifically for financial advisors, transforming how wealth teams handle meeting-related tasks by cutting administrative time by 90%. With Jump, advisors can automate meeting prep, note-taking, compliance documentation, CRM updates, client recap emails, financial data extraction, and follow-up tasks, drastically reducing the time spent on post-meeting work. Deeply integrated with the advisor tech stack, including Redtail, Wealthbox, Salesforce, and more, Jump is fully customizable to fit any advisor's unique style while maintaining industry-leading safety and compliance standards, including SOC-2 certification. Since its launch in 2023, Jump has earned accolades such as Best in Show at WealthManagement EDGE and has become the trusted partner of over 1,000 advisory teams. To learn more, visit jumpapp.com.
The Bancorp
The Bancorp Bank N.A. provides non-bank financial companies with the people, processes, and technology to meet their unique banking needs. With over 20 years of experience, The Bancorp delivers partner-focused solutions paired with cutting-edge technology for companies that range from entrepreneurial startups to Fortune 500 companies. Through its Institutional Banking business, The Bancorp provides financial professionals with solutions to better serve their clients’ needs and broaden their client wealth strategies.
Silver sponsors.
Global X
For more than 15 years, Global X’s mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a range of ETF strategies and approximately $55 billion in assets under management. While we are distinguished for our Thematic Growth, Income, and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives.
Holistiplan
Holistiplan is an award-winning financial planning tool specializing in tax and insurance risk management, soon expanding to estate planning. Its OCR technology scans tax returns to generate client-facing tax reports in 45 seconds, highlighting planning opportunities. The Scenario Analysis tool models scenarios like Roth conversions and charitable giving. Holistiplan’s Insurance Risk Management tool identifies coverage gaps in home, auto, and umbrella policies. Trusted by over 30,000 users since 2019, it's a leader in tax-planning software.
Nationwide
Our securities-backed lending solution, Nationwide Smart CreditSM, gives you an online, self-service experience when you want it and dedicated, hands-on support when you need it. By doing this, we make securities-backed lending easier for you and your client, giving you both more choice and control. When your clients need cash, open a line of credit at any time with no fees and without liquidating assets. They’ll enjoy flexible, interest-only repayment options while you keep assets under management.
Neuberger Berman
Our employee-owned, independent structure is designed for one purpose: to deliver world-class investment solutions across both public and private markets. As part of this commitment, we provide financial advisors with resources on the latest topics, including practice management, plan design, and innovative solutions. For more information, visit nb.com.
More about the conference
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Integration services provided by SEI Global Services, Inc (SGS). SGS is a wholly owned subsidiary of SEI. The information contained herein has been provided to SEI by unaffiliated third parties. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. Opinions expressed by unaffiliated third parties are their own.Investing involves risk including possible loss of principal. SEI does not endorse the use of any of the products mentioned herein. Please note the availability of certain features may be subject to the approval of you Firm or Firm’s Hom Office. Neither SEI nor its subsidiaries tax advice. Please not that (i) any discussion of U.S. tax matters cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.