Anthony M. Stich

The world’s largest and most sophisticated wealth managers choose Anchorage Digital. With custody offered by the first federally chartered crypto bank, and trading with smart order routing for favorable pricing, Anchorage Digital flexibly plugs into an array of operating models to serve wealth managers, through turnkey asset management platforms, third-party technology platforms, and via direct integrations.

Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the industry-leading platform for processing payments and overseeing compliance of fee-for-service financial planning. Financial services firms and their advisors benefit from efficient workflows designed exclusively to support their fee-for-service financial planning revenue, including up-to-date compliance and data security management, all in one unified platform.

MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the countrys preeminent independent investment advisers throughout all stages of their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry and it has emerged as one of its most effective advocates. From the initial launch of an adviser to its regulatory compliance management platform, and from its business growth to its succession strategies, MarketCounsel consistently delivers trusted counsel within an extraordinary service experience by leveraging the finest minds in the industry, advanced technologies and sound business processes. The firm’s annual event, the MarketCounsel Summit, has become the premier gathering for the countrys leading growth-oriented, independent investment advisers and serves as both a spark and catalyst for conversation among the industry’s leaders.

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.

The world’s largest and most sophisticated wealth managers choose Anchorage Digital. With custody offered by the first federally chartered crypto bank, and trading with smart order routing for favorable pricing, Anchorage Digital flexibly plugs into an array of operating models to serve wealth managers, through turnkey asset management platforms, third-party technology platforms, and via direct integrations.

Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the industry-leading platform for processing payments and overseeing compliance of fee-for-service financial planning. Financial services firms and their advisors benefit from efficient workflows designed exclusively to support their fee-for-service financial planning revenue, including up-to-date compliance and data security management, all in one unified platform.