Sponsor Partners
Partnership Defined
The following firms have joined us on our mission to bring industry-leading resources to bank and credit union leaders. These firms not only support the work we do for our clients but also provide valuable insights, tools, and platforms to advance the work our clients do every day.
Founded by Adam Holt, Asset Map is one of the fastest growing financial planning technology companies in the industry. It is used by thousands of financial advisors across multiple currencies and languages to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals.
The Standard was founded in 1906, sold their first annuity in 1939, and is headquartered in White Plains, New York. The firm is a highly rated provider of fixed annuities to the financial institution market and has built a solid reputation in the industry.
Cognerium’s WealthGrowth.ai is a specialized platform created to serve the wealth management ecosystem. It helps Advisors and Institutional Leaders by:
- Solving the problem of not enough new advisors.
- Making advisors and sales leaders 50% more productive by helping them find and use new growth opportunities.
While there are many investment platforms like Alladin, Envestnet, Stash, SmartAsset, YieldStreet, and Bambu, which mostly give investment advice to end-users, WealthGrowth.AI is different. It’s focused on advisors and sales leaders, solving the issue of advisor stagnation and productivity.
