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. 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.