Dynasty Financial Partners

SmartRIA is a technology company established in 2016, specializing in cloud-based software designed to simplify regulatory compliance for financial services firms. Their platform offers comprehensive tools for secure document storage, compliance management, and practice management, along with timely alerts to ensure tasks are completed efficiently. SmartRIA caters to Registered Investment Advisors and has since expanded its services to other financial services verticals in the U.S., as well as wealth management compliance in the UK. The company's software is distinguished by its ability to handle complex compliance issues across various sizes of corporations, making it a versatile solution for the industry.

Bridge Financial Technology Inc. is a Chicago-based company founded in 2015 that specializes in providing automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech firms. The company's flagship product, the Atlas platform, offers a comprehensive suite of features including portfolio accounting, management tools, billing, invoicing, performance aggregation, a client portal, and efficient file sharing services. By focusing on the unique needs of fiduciary advisors, Bridge Financial Technology enables its clients to streamline their office operations and investment management processes. This technological support helps RIAs enhance their competitive edge, expand their client base, and reduce operational costs, thereby promoting greater accessibility to fiduciary financial advice.

VRGL is a company that specializes in providing wealth management firms with advanced analytics and automated data extraction tools. Its platform is designed to enhance the client acquisition, proposal management, and retention processes for financial advisors. By enabling seamless aggregation of client investment data, VRGL allows advisors to deliver a comprehensive view of clients' investment portfolios. The technology offers a no-touch analytics package that helps advisors contextualize their investment offerings and demonstrate the value they add. Additionally, VRGL's software provides scoring of client and prospect portfolios based on key metrics such as performance, diversification, risk, taxes, and fees, thereby guiding advisors in formulating more effective investment strategies. Founded by pioneers in the institutional wealth management sector, VRGL aims to empower financial professionals with the insights needed to better serve their clients.