NAPFA Spring 2025 National Conference
Exhibitors
The 2025 NAPFA Spring National Conference is made possible by the generous support of our sponsors and exhibitors. Their contributions enhance the conference experience, providing attendees with innovative solutions, expert insights, and valuable resources. Be sure to visit them in the Solutions Exchange on Thursday from 12:00 – 4:15 PM and Friday from 8:30 AM – 4:00 PM!
Premier Exhibitors
Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app. Learn more at https://www.altruist.com and follow Altruist on Twitter @altruist.
Betterment Advisor Solutions is the leading, all-in-one custodial platform for independent RIAs. We combine an end-to-end custodian with an automated back office, robust portfolio management software, and high-touch support to power advisor businesses, helping them streamline operations and serve more clients, more efficiently, across cash, investing, and 401(k)s.
Libretto helps advisors make every client feel like they’re worth $100 million. Originally built to manage ultra-affluent clients, our liability-driven planning, asset allocation and risk management tools offer an alternative to the risk tolerance and Monte Carlo ecosystem.
We’ve scaled “total wealth advice” for everyone, and we want to make it easy for you to deliver sophisticated advice to your largest and smallest clients.
Matson Money is a multi-generational registered investment advisor (RIA) company founded in 1991 by Mark Matson. We provide breakthrough education, tools, and coaching that can help families transform their financial futures. Over the last 30 years, we’ve developed a comprehensive methodology for advisors and investors: the Matson Method: a highly disciplined approach to asset allocation and long-term wealth creation that integrates leading research in behavioral economics, finance, and the field of human performance.
Unlock Complete Financial Insights with TaxStatus.
Through our simple client e-consent process and direct IRS integration, TaxStatus delivers a comprehensive financial picture for individuals, businesses, and trusts. Gain immediate visibility into client assets, income sources, tax insights, business ownership, and employment history—all verified at the source. Start financial planning with confidence, enhance client onboarding, and provide more informed advice using our complete financial data solution.
Exhibitors:
2GR Equity is a firm recognized for exceptional due diligence in the private equity real estate sector. There are unlimited direct investment opportunities available to RIA's, but how do you navigate these complex investment decisions ensuring that the interests of your clients are always safeguarded?
With almost $200 million invested, 2GR Equity provides NAPFA advisors with the reassurance and expertise necessary to enhance their investment strategies and fulfill their fiduciary duties.
In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive technology platform. Our unified platform uses single source code to create a seamless user experience. Advyzon is a highly configurable platform that combines portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, plus complimentary investment management services, into a single command center, eliminating repetitive data entry, manual workflows, and friction-filled day-to-day experiences.
AEBetancourt is an executive search firm based in Grand Rapids, MI specializing in finding talent for the wealth management and insurance industries. Our unique model allows us to provide better, faster outcomes at a lower cost; as much as 50% less than typical recruiting fees.
Allworth Financial is an award-winning, full-service RIA specializing in investment management, tax planning and preparation, estate planning, and 401(k) management.
With $26B in AUM, award-winning Allworth Financial offers unique succession and partnership opportunities for RIAs, Hybrid RIAs, and broker-dealer IARs looking to partner and grow.
Asset Dedication is an outsource investments and back office platform for financial planners. Our goal is to help planning practices scale and grow.
We serve advisors exclusively. With our expertise, RIAs get the business coverage they need, so they have the peace of mind they want. We provide E&O, D&O, Cyber, Crime, Social Engineering, ERISA solutions and more.
CFP Board is the professional body for personal financial planners in the U.S., comprising two affiliated organizations dedicated to advancing the profession in the public interest. The Board of Standards sets ethical and competency standards and oversees the CERTIFIED FINANCIAL PLANNER® certification, held by over 100,000 professionals nationwide. The CFP Board Center for Financial Planning focuses on workforce development, diversity, and research to strengthen and expand the financial planning profession.
For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs). We are committed to the success of firms of all sizes, regardless of background, assets under management, or business complexity. Together, we can help you take your business further. Get started by discovering the breadth of services you can tap into when you choose Schwab as your custodian.
ClientGen revolutionizes lead generation for financial advisors by delivering engaged, qualified prospects who have specifically requested your expertise. Through targeted parameters, eye-catching campaigns, and advanced proprietary filtering, we eliminate cold calls entirely. Our leads are exclusive—never recycled—and align perfectly with your ideal client criteria. With a streamlined dashboard and compliance-friendly approach, ClientGen redefines growth potential, ensuring every connection counts. Forget wasted outreach; embrace meaningful conversations. Amplify your firm’s impact with eager prospects. Reach out now.
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of December 31, 2024, Dimensional and its affiliates manage $777 billion in USD for investors worldwide.
At FP Alpha, we empower financial advisors to become indispensable to their clients by leveraging advanced AI technology to deliver comprehensive tax, estate, and insurance planning solutions that support clients throughout their entire life journey.
FP Transitions is the wealth management industry’s only end-to-end consulting firm dedicated to the growth and sustainability of independent financial advisory businesses. Leveraging benchmarking data from 17,000+ certified business valuations and backed by a team of more than 60 professionals, including lawyers, analysts and consultants, FP Transitions delivers intelligent insights that enable multi-generational growth. Since 1999, advisors have turned to FP Transitions for guidance in identifying, building, and realizing their firm’s value.
Gainbridge is a digital-first insurance platform that helps financial advisors offer secure, growth-oriented investment solutions. Focused on simplicity, transparency, and efficiency, it provides low-cost, high-value products to align with clients’ long-term goals.
We offer competitive fixed-rate annuities with no hidden fees, flexible products for short- and long-term strategies, and advisor-centric support with tools and resources to seamlessly integrate into their practice.
Gordon Associates Long Term Care Planning
For 50 years, Gordon Associates has offered cutting-edge Long Term Care Insurance (LTCI) solutions: Stand-Alone “Traditional” LTCI and Hybrid Asset-Based Life/Annuities with LTCI Riders. Our experienced team provides attentive customer service, policy reviews and claim support. We are committed to LTCI education and offer CFP®-Approved programs. We are the nation’s most experienced LTC specialist and Licensed Nationally. Put our expertise to work for you and call Brian Gordon or Peter Florek at 800-533-6242.
Heifer Foundation’s mission is to raise and oversee financial assets to support the work of Heifer International. Heifer Foundation manages an endowment to provide ongoing financial support for Heifer International’s work in 21 countries around the globe. The Foundation’s endowment is built through charitable gifts such as funds from bequests, trusts and annuities. These gifts are invested, and the investment earnings provide annual support for Heifer’s programmatic use.
HighPeak is an innovative, early-stage company leveraging revolutionary AI technology, machine learning and robust, proprietary data to deliver the most accurate life planning data in the market. Backed by Prudential Financial, HighPeak unlocks innovative, individualized insights around holistic healthcare costs to help advisors help clients live their best lives.
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.
OUR MISSION
“Doing well by doing good.”
Founded by Mike Packman, Keystone is a real estate investment firm whose team is passionate about delivering value, the strategic growth of the firm, and positively impacting the world.
Since 1998, LLIS has provided fee-only financial advisors and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process – from planning to ongoing service to free policy reviews – for term, LTCi, disability, annuities, hybrids, and low load fixed and variable life solutions from highly-rated companies. Our friendly team members will work seamlessly with your clients to help them reach their income security and wealth preservation goals.
At MassMutual Ascend, we are committed to going above and beyond – so when it comes to your clients' financial futures, the impossible feels possible. We pride ourselves as the go-to insurance carrier for investment advisors. From our comprehensive suite of fee-based annuities to our advanced integration capabilities, you’ll find that it’s simple to incorporate our insurance solutions into your investment advisory practice.
my529 is Utah’s nonprofit, direct-sold 529 education savings plan. With more than $26 billion in assets under management, my529 is consistently ranked among the nation’s top 529 plans for its low fees and high-quality investment options. For more information about my529 and its financial advisor-friendly features, visit advisor.my529.org or call 888.529.1886.
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified financial services and insurance organizations in the United States. Nationwide is rated A+ by Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; and pet, motorcycle and boat insurance.
Oak Street Funding provides customized financial solutions to help you exceed your business growth goals. As Registered Investment Advisors and Investment Advisor Representatives, your clients rely on you to help them achieve their dreams. But don’t forget about your own. Doesn’t it make sense to work with a partner who specializes in lending to your industry, one who provides a relationship-based approach and has the capital you need to support your practice today and your successes tomorrow? Partner with us and we’ll get you there.
Parnassus Investments pioneered responsible investing in 1984 and is a leading provider of socially responsible equity and fixed income strategies today. We seek attractive risk-adjusted returns for our clients over the long term by investing sustainably for the future using an investment process that fully integrates Principles and Performance®.
Pinnacle Advisor Finance provides tailored conventional loans exclusively to investment advisory firms—for acquisitions, internal equity purchases, refinancing, and real estate. Our experienced team delivers personalized support and financing strategies to help advisors grow, transition ownership, or restructure. With deep industry insight, we’re more than a lender—we’re your partner in progress.
The Pinnacle Group is an independent wholesale distributor specializing in life insurance and annuities. We partner with RIAs and financial institutions to deliver innovative planning solutions addressing clients' most complex needs, including creative marketing, advanced planning, annuities and efficient business processing. By providing intuitive technology platforms and targeted lead generation, we empower advisors to deepen client relationships, elevate their practices, and achieve growth—all while navigating wealth management intricacies with confidence.
With a focus on financial education and a transparent advisory process, Pure’s fee-only financial advisors strive to help everyone reach their financial goals. Pure has created a unique career track for the financial advisor, where advisors spend the majority of their time in front of prospects and delivering advice to clients. Pure has non-advisor teams dedicated to key RIA functions like, marketing, business development, financial planning, tax planning, investment management, technology, client service, compliance, and more.
Ryan Insurance Strategy Consultants / A Gallagher Company
Ryan Insurance Strategy Consultants (RISC) specializes in the advisement and implementation of the highest quality group insurance products available to NAPFA members. Licensed to conduct business in all 50 states, our individual insurance division provides life, disability and long term care policy analysis for financial advisors and their clients. Now a Gallagher Company, RISC’s reach has expanded to provide additional solutions to advisors, including E&O, cyber and much more.
SEI is a custodian for growth-minded RIAs with integrated open-architecture technology, wealth management solutions, and investment offering. A strategic business unit of SEI and serving the independent financial advisor market for nearly 30 years, Independent Advisor Solutions works with over 7,400 advisors and supports approximately $108 billion in advisors’ total platform assets (as of September 30, 2024). For more information, visit seic.com/advisors.
Synergy RIA Compliance Solutions
Synergy is a service first, adviser oriented consulting firm. Our first priority is your best interest. By focusing on providing cost-effective compliance solutions, we enable clients to spend less time on compliance and more time servicing their clients.
Thirdline Real Estate Income Fund (TREIX)
The Thirdline Real Estate Income Fund (TREIX) is a real estate credit interval fund that strives to deliver consistent yield and high risk-adjusted returns. TREIX provides turn-key access to a broadly diversified portfolio of directly originated private credit investments. It is open to all investors.
Transamerica has a long, proud history of making financial services available to the many, not just the few. It began in 1904, when a young entrepreneur named Amadeo P. Giannini founded a bank in San Francisco to help people who couldn’t get the help they needed anywhere else. Over a century later, this innovative thinking still guides what we do today. Because we believe everyone deserves the opportunity to live their best life.
YourCarHaggler.com is a full-service car buying concierge that helps clients nationwide save time, stress, and money. We act as a true buyer’s advocate—sourcing vehicles, negotiating pricing, assisting with financing and trade-ins, and reviewing contracts to ensure every detail protects the client’s best interests. Fee-only and client-first, we never accept dealer kickbacks or commissions. Whether it's a new, used, or specialty vehicle, YourCarHaggler.com makes the car buying process smarter, simpler, and more financially sound.
Yrefy, established in 2017, is a financial company that specializes in refinancing delinquent and defaulted private student loans.
It offers fixed-rate refinancing, tailored repayment plans, and credit-building opportunities to help borrowers regain financial stability. Yrefy also provides accredited investors with fixed-income investment opportunities through promissory notes. Focused solely on private student loans, Yrefy serves a unique market segment often underserved by traditional lenders, combining financial solutions with a meaningful social impact.
XYPN makes it possible to launch, run, and scale the Fee-Only financial planning firm of your dreams with complete autonomy. Our integrated support system offers everything needed to succeed profitably: curated technology, customized educational resources, a vibrant support network of like-minded people, and business, operational, and client support services.
