Pathstone

Established in 1987, Crestone Capital is an independent multi-family office offering personalized wealth management services to entrepreneurs, business owners, and their families. With over $3 billion in assets under management, the employee-owned firm delivers institutional-quality investment strategies alongside tailored advice on philanthropic planning, family education, asset protection, and risk management.

Veritable LP is an employee-owned investment management firm based in Newtown Square, Pennsylvania, founded in 1997. The company specializes in providing investment services primarily to high net worth individuals and families, as well as managing accounts for pension plans, profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. Veritable LP offers client-focused equity and fixed income portfolios, investing in public equity and fixed income markets worldwide. The firm emphasizes unbiased and integrated investment solutions tailored to meet the specific needs of its diverse clientele.

Rex Capital Advisors provides investment advisory and customized family office services.

Dyson Capital specializes in wealth management consulting, offering tailored investment strategies that align with the distinct goals and objectives of each client. The firm aims to maximize the benefits of wealth while minimizing administrative burdens through a comprehensive suite of financial services, which includes financial planning and portfolio management for individuals and small businesses. Dyson Capital employs a value-oriented investment philosophy, focusing on asset allocation across various metrics and identifying top-tier managers to mitigate the risk of permanent capital loss.

Advisor Software, Inc. is a provider of wealth management solutions tailored for the advisor market. The company has developed a cloud-based platform that features an enterprise rebalancing solution and a goal-directed financial planning tool. These applications leverage institutional-grade analytics and a comprehensive balance sheet approach to facilitate financial planning. Advisor Software serves a diverse clientele, including asset management firms, broker-dealers, banks, insurance companies, and online brokerages. Its offerings enable these institutions and their advisors to implement goal-based investment programs targeting mass-affluent investors. Key features include household assessments, goal-based asset allocation, discretionary managed account options, and an advisor workflow for delivering personalized advice. Additionally, the platform includes GoalGami, an innovative tool that allows clients to actively engage in the advice process by creating their own goal plans.

Cornerstone Capital Group is an investment advisory and wealth management firm founded in 2013, with offices in New York and Denver. It provides services to individuals, family offices, endowments, and foundations, focusing on tailored investment strategies and sustainable financial growth. In addition to wealth management, Cornerstone offers corporate advisory services aimed at helping organizations engage effectively with shareholders and other stakeholders on sustainability initiatives. The firm is recognized for its proprietary research, which identifies emerging issues that may impact investment performance over the medium to long term. Cornerstone Capital Group is an SEC-registered investment advisor and is certified as a women-owned business.

Hall Capital Partners LLC is an independent investment advisor based in the United States, established in 1994. The firm specializes in building and managing customized global multi-asset class portfolios for families, endowments, foundations, and institutional clients. With approximately $22 billion in assets under management, Hall Capital Partners employs around 125 professionals across its offices in San Francisco and New York. The firm's focus is on delivering tailored investment strategies that meet the unique needs of its diverse clientele.