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Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary Wealth`s ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms in 28 states across the country with approximately $25 billion in assets under advisement. Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
Originating as a consulting firm, we had a vision to be more; a firm that wanted to leverage its knowledge to deliver practical solutions for problems that global banks face everyday. Today BlackIce is a global enterprise risk management technology firm with over 20 years experience in the financial services industry. Supported by our considerable experience gained through extensive financial institution interactions, our understanding of the complexity of global regulatory expectations, and the many challenges faced by all financial institutions, BlackIce has developed ERA™. ERA™ is a practical, open platform that delivers end-to-end data standards to support a comprehensive ERM environment.
Carmel Ventures is one of the leading providers in Financial Services. It is based in Norwalk, CT. To find more information about Carmel Ventures, please visit www.carmelventures.com
At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future. Founded in 1972, MissionSquare Retirement is a mission-based, nonstock, nonprofit, financial services company with over $70 billion in assets under management and administration focused on delivering retirement plans, investment options, and personalized guidance for over 1.5 million participant accounts.* For almost 50 years, our mission has been constant – to help those who serve reach their retirement goals with confidence.
FinancialForce accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, FinancialForce enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures.