Berger Financial Group

Mercer Advisors

This firm provides wealth management and financial planning services to individual families and institutional clients, including companies, endowments and foundations.

Prime Capital Financial

This firm provides wealth management, financial planning, and retirement consulting services to individuals, families, and institutional plan sponsors.

Kingsview Partners

This firm provides wealth management, financial planning, and investment services to individual investors and support infrastructure for independent financial advisors.

Getquin

This company provides a portfolio tracking and wealth management platform for individual investors to monitor their net worth and plan for retirement.

Boldin

This company develops digital financial planning software that helps individuals manage retirement savings, taxes and long-term goals.

Rightcapital

This company develops financial planning and tax strategy software for financial advisors to manage client portfolios and engagement.

Amber River

This company provides independent financial planning and wealth management services to individuals, families, and business owners across the United Kingdom.

Facet Wealth

This company provides subscription-based financial planning and investment management services through a digital platform for individual consumers and employees.