NAPFA Spring 2025 National Conference
Exhibitors & Sponsors
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!
Thank you to:
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.
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.
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.
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.
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.
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.
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.
As a business lending expert in specialty financing, Oak Street Funding® has been successful nationwide in fulfilling the unique capital needs for registered investment advisors.
A multifaceted insurance solutions platform for RIA firms.
We specialize in advanced planning, annuities, life, and long-term care strategies, complemented by an outsourced insurance desk, technology, and lead generation. Our white-glove partnership delivers strategic solutions for protection, accumulation, and wealth transfer. As both field support and a dedicated back-office team, we provide comprehensive, objective guidance—always keeping your client’s best interest at the core. Partner with us to elevate your firm’s success.
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.
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.
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.
