AssetMark

Adhesion Wealth Advisor Solutions provides outsourced investment management and wealth-advisor services to independent financial advisors and wealth managers. Its WealthADV platform delivers unified managed accounts, overlay and tax-optimized portfolio management, investment program design and administration, client reporting, and back-office services, enabling advisory firms to implement and operate investment programs that aim to improve investor outcomes.

Voyant is a financial technology company that offers a do-it-yourself financial planning platform designed to empower consumers in managing their financial health. The platform allows users to create visual "what if" scenarios, illustrating the potential impacts of significant life events, such as having a child or retiring early, on their long-term financial plans. Once users make decisions, Voyant enables them to compare current account balances with future goals and provides updated action items to help keep their plans on track. Additionally, the platform facilitates online access to a community of users, including friends, family, and trusted financial advisors, who can share similar interests and questions. Voyant generates revenue through advertising, enterprise license agreements with large employers and financial institutions, and fees charged to financial professionals when users opt to share their financial plans.

OBS Financial Services specializes in investment and operations outsourcing for financial institutions. The company offers a comprehensive suite of investment advising services tailored for bank trust departments, retail broker-dealer advisors, independent financial advisors, and retirement plan professionals. By providing an array of fee-based investment products and platforms, OBS Financial aims to support the growth and efficiency of businesses within the financial sector.

Global Financial Private Capital, LLC is a privately owned investment manager based in Sarasota, Florida, established in 2004. The firm specializes in providing wealth management and investment consulting services to a diverse clientele, including high net worth individuals, trusts, estates, charitable organizations, corporations, and pension plans. It employs fundamental analysis combined with external research to guide its investment decisions, focusing on public equity, fixed income securities, mutual funds, and exchange-traded funds. Global Financial Private Capital is dedicated to constructing and maintaining personalized financial plans that address the unique needs of its clients, offering both proprietary and non-proprietary services along with fiduciary advice. As of April 2019, the firm operates as a subsidiary of AssetMark, Inc.

ARIS Corporation provides integrated wealth management, retirement, and trust services to financial advisors and their clients, primarily in Pennsylvania. Founded in 1974 and based in State College, the company offers a range of wealth management solutions, including asset building, income generation, and values-based investing. Its retirement planning services encompass investment options, fiduciary assistance, plan design, administration, and participant education. Additionally, ARIS assists clients and their financial advisors in establishing various types of trusts, such as living and charitable trusts. The company serves a diverse clientele, including businesses, municipalities, non-profit organizations, and high-net-worth individuals. Overall, ARIS Corporation aims to deliver comprehensive financial solutions tailored to the specific needs of its clients.