Mark Casady

⚡️Advisor-first RIA platform | Save 19 hrs/ week on manual middle + back office workflows to scale your book and advisory practice 20%+ | 🔐 Independent advisors deserve leverage, not lock-in | 🧑🏽‍💻 Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest. 1️⃣ 65+ advisor transitions executed—digital ACAT, same-day client onboarding. 2️⃣ $2.2B+ client assets; backed by over $105M in venture capital from Industry Ventures, Thrive Capital, Vestigo Ventures, Euclidean Capital, Canvas Ventures, The House Fund, Brewer Lane, and others. 3️⃣ Practice management, marketing, and family-office tax & estate tools in one login Book a confidential demo → https://savvywealth.online/li-advisor Form ADV & disclosures → https://adviserinfo.sec.gov/firm/summary/318493

At Talli, we’re on a mission to make legal settlement distributions seamless, secure, and scalable. We’re a digital payments platform purpose-built for the unique needs of the legal industry, tackling the complexities of settlement fund distribution head-on. Traditional legal payouts are bogged down by manual workflows, slow reimbursements, high transaction costs, and compliance headaches. Talli transforms this experience with intuitive digital solutions that save time, reduce risk, and improve transparency. Book your Talli demo today 👉 https://calendly.com/rob-talli To stay in the know on all things Talli, sign up for our monthly digest 👉 https://blog.talli.ai/

Domify is the Intelligence Layer for Regulatory Oversight. An AI platform that sits alongside your technology and data assets, trained on regulation and your policies, acting as an always-on AI assistant. Domify helps clients achieve better risk management, scalable oversight and reduced friction.

Jobble is the marketplace for the gig-economy and hourly workforce. Our industry-leading platform connects millions of gig economy workers with hiring companies that offer flexible work opportunities across the country. For more information, visit www.jobble.com.

The Leader in Cost & Carbon Planning and Intelligence For Business Travel. Reduce costs, save time and protect revenue. Clarasight is the #1 solution for spend and emissions reporting, forecasting, planning and management.

Wagmo is a tech-first pet wellness company built with new pet parents in mind. Wagmos wellness and insurance plans empower pet parents to get the care they need for their pets when they need it the most. Wagmo alleviates the financial stress of routine and emergency pet care from grooming to essential maintenance, cancer treatments, and emergencies without having to compromise. The company was founded in 2017 by Christie Horvath and Ali Foxworth and is headquartered in NY.

TowerIQ - A ReSourcePro Company. Everything your team and insureds need in a single solution. TowerIQ’s platform provides a complete set of tools to unlock your team’s maximum productivity for new business and renewals for a fraction of your current costs. If it doesn't fit on ACORD it belongs in towerIQ. TowerIQ is supported by industry leaders and investments from Hyperplane Venture Capital, Clocktower Ventures, Laconia Capital Group and Vestigo Ventures.

TowerIQ - A ReSourcePro Company. Everything your team and insureds need in a single solution. TowerIQ’s platform provides a complete set of tools to unlock your team’s maximum productivity for new business and renewals for a fraction of your current costs. If it doesn't fit on ACORD it belongs in towerIQ. TowerIQ is supported by industry leaders and investments from Hyperplane Venture Capital, Clocktower Ventures, Laconia Capital Group and Vestigo Ventures.

Kingfield has developed solutions for exception resolution, focusing first on Income Collection Claims and second on the Tax Withholding Reclaim process. Both solutions have been designed to standardize operational messaging and workflow among clients, counterparties, and their respective agent banks through one dedicated network environment.

ZenLedger is the leading software focused on cryptocurrency tax management and accounting. ZenLedger’s platform helps both crypto investors and tax professionals with tax filings and financial analysis by providing a digital workflow to simplify, optimize, and automate the tax and accounting process. Founded in 2017, and built by industry veterans in technology, finance, and accounting, ZenLedger helps investors stay compliant by aggregating user transaction information across thousands of exchanges, wallets, and tokens into one simple dashboard. ZenLedger makes it easy to calculate tax liability and make financial decisions by offering direct integration support for over 400+ exchanges, 40+ blockchains, 20+ DeFi protocols, and all wallets. The company has grown customer and revenue 500% YoY and has now exceeded $5 billion in cryptocurrency transactions processed. Drop us a line at hello@zenledger.io.

⚡️Advisor-first RIA platform | Save 19 hrs/ week on manual middle + back office workflows to scale your book and advisory practice 20%+ | 🔐 Independent advisors deserve leverage, not lock-in | 🧑🏽‍💻 Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest. 1️⃣ 65+ advisor transitions executed—digital ACAT, same-day client onboarding. 2️⃣ $2.2B+ client assets; backed by over $105M in venture capital from Industry Ventures, Thrive Capital, Vestigo Ventures, Euclidean Capital, Canvas Ventures, The House Fund, Brewer Lane, and others. 3️⃣ Practice management, marketing, and family-office tax & estate tools in one login Book a confidential demo → https://savvywealth.online/li-advisor Form ADV & disclosures → https://adviserinfo.sec.gov/firm/summary/318493

At Talli, we’re on a mission to make legal settlement distributions seamless, secure, and scalable. We’re a digital payments platform purpose-built for the unique needs of the legal industry, tackling the complexities of settlement fund distribution head-on. Traditional legal payouts are bogged down by manual workflows, slow reimbursements, high transaction costs, and compliance headaches. Talli transforms this experience with intuitive digital solutions that save time, reduce risk, and improve transparency. Book your Talli demo today 👉 https://calendly.com/rob-talli To stay in the know on all things Talli, sign up for our monthly digest 👉 https://blog.talli.ai/

Domify is the Intelligence Layer for Regulatory Oversight. An AI platform that sits alongside your technology and data assets, trained on regulation and your policies, acting as an always-on AI assistant. Domify helps clients achieve better risk management, scalable oversight and reduced friction.

As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance and advisory solutions that meet you where you are in your philanthropic journey. For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients. Our purpose-driven team is dedicated to helping philanthropists maximize their impact with the latest tools and technology. To see in-person, hybrid and remote career opportunities, visit https://foundationsource.com/about-us/careers/.

Jobble is the marketplace for the gig-economy and hourly workforce. Our industry-leading platform connects millions of gig economy workers with hiring companies that offer flexible work opportunities across the country. For more information, visit www.jobble.com.