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Entrustody represents freedom. We are a digital-first custodian and technology company driven by a simple mission: liberating RIAs from traditional legacy custodians. Our platform is built on next-generation technology—unencumbered by technical debt—freeing us to reduce friction, empower our users to do more, and significantly reduce costs – allowing these savings to be passed down to end investors. Our modern approach to custody, technology, and customer service will delight our users and ultimately free advisors to do what they love: help their clients achieve financial freedom.
Robeco is a pure play international asset manager founded in 1929. It currently has 15 offices worldwide and is headquartered in Rotterdam, the Netherlands. Through its unique integration of fundamental, sustainable and quantitative research, Robeco is able to offer both institutional and private investors an extensive selection of active investment strategies, covering a broad range of asset classes. As of 30th September 2018, Robeco had EUR 171 billion in assets under management, 70% of which were institutional. Robeco is a subsidiary of ORIX Corporation Europe N.V. which had assets under management of EUR 299 billion as at 30 September 2018.
Sunbonnet Partners is a Plano, TX-based company in the Financial Services sector.
West Point Financial Group is a Indianapolis, IN-based company in the Financial Services sector.
Vintage Fund Management is a Los Angeles, CA-based company in the Financial Services sector.