Past Sponsors (2019)

Website: http://www.extractable.com/

Extractable is a digital experience agency, delivering intelligent design, UX and strategy to leaders in the financial services industry. Recognized for their work, results and company culture from WebAwards and The WebMarketing Association, Extractable thrives on solving complex business challenges and embraces the ever-evolving financial services customer and ecosystem. Founded... Read More

Website: www.investcloud.com

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform,InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of... Read More

Website: Jemstep

Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way financial advisors run their businesses. Our platform allows advisors to prospect for and service clients more efficiently, and use the latest digital technology to deliver their valued advice. Read More

Website: Mastercard

Mastercard (NYSE: MA), www.mastercard.com, is a technology company in the global payments industry. Our global payments processing network connects consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. Mastercard products and solutions make everyday commerce activities – such as shopping, traveling, running a business and managing finances – easier,... Read More

Website: www.pcrinsights.com

PCR is the leading Data Aggregation, Data Privacy and Data Management services provider to complex UHNW and Institutional Investor portfolios. PCR specializes in difficult to aggregate asset classes and data sources important to UHNW as well as information from custody banks and brokers. We currently serve 150+ family offices, RIAs,... Read More

Website: www.smartasset.com

SmartAsset is a financial technology company that empowers people with automated personalized advice on life’s big personal finance decisions. Its proprietary technology, up-to-the-minute research and unique Automated Financial Modeling simulate the impact of different choices on people’s personal finances, enabling millions of people to make smarter financial decisions. To further... Read More

Website: www.smartleaf.com

Smartleaf has reimagined and re-engineered the way portfolios are managed, enabling wealth advisory firms to deliver ultra-high levels of customization and optimized tax management at unprecedented scale. Our software platform is used to manage everything from custom-tailored $100MM taxable UMA accounts to $5 robo accounts with fractional shares.We have helped firms move... Read More

Website: www.solstice.com

Solstice is an innovation and emerging technology firm that helps enterprises seize new opportunities through world-changing digital solutions.As strategists and consultants, we help organizations like Rockwell Automation, Anixter, M. Holland and Philips evolve their digital strategy to solve mission-critical problems. As designers and developers, we build incredible hardware and software... Read More


Unblu solutions empower financial institutions to make every online conversation meaningful and profitable. By using Unblu, financial institutions increase online conversions, deliver better customer experience and build successful business relationships. With over 120 implementations in the financial industry worldwide, institutions such as UBS, Barclays, BNP Paribas, and AON  are using our... Read More