Dynasty Financial Partners

SmartRIA is a developer of cloud-based software that streamlines compliance for the financial services and wealth management industries. Since its launch in 2016, the company has focused on simplifying the complexities of regulatory compliance, making it easier for firms to manage and understand their obligations. The software is designed to cater to both compliance consultants and large organizations, providing roles that facilitate compliance management across various company sizes. SmartRIA offers features such as secure document storage, compliance alerts, and tools for practice management, enabling investment advisors and consultants to complete compliance tasks more efficiently. The company has expanded its offerings beyond the Registered Investment Advisor sector to include other financial services in the United States and wealth management compliance in the United Kingdom.

Bridge Financial Technology Inc. offers automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech companies. Founded in 2015 and based in Chicago, Illinois, the company specializes in portfolio accounting and management software. Its flagship Atlas platform facilitates efficient billing, invoicing, performance aggregation, client portal access, and file sharing. By addressing inefficiencies and promoting technology adoption, Bridge Financial Technology empowers fiduciary advisors to enhance their competitiveness, scale their operations, and reduce costs, thereby enabling broader access to fiduciary financial advice for clients.

VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.