Nebo Wealth is an award-winning, goals-based investing platform that empowers financial advisors to deliver personalized investment advice at scale. Built with institutional-grade research and rigor, Nebo helps firms strengthen their advice, align investments with client goals, and advance client outcomes. Adopted by leading advisory firms, Nebo is redefining how the industry approaches portfolio design, model selection, and goals-based performance reporting. Nebo Wealth is a division of Grantham, Mayo, Van Otterloo & Co. LLC (GMO).

Apex Fintech Solutions provides a global financial technology platform powering investing infrastructure, digital custody, clearing, and access to US markets with more than 200 clients and 22 million brokerage accounts that hold over $200 billion in assets worldwide.

Backbase is on a mission to put bankers back in the driver’s seat — fully equipped to lead the AI revolution and unlock remarkable growth and efficiency. At the heart of this mission is the world’s first AI-powered Banking Platform, unifying all servicing and sales journeys into an integrated suite. With Backbase, banks modernize their operations across every line of business — from Retail and SME to Commercial, Private Banking, and Wealth Management.

Recognized as a category leader by Forrester, Gartner, Celent, and IDC, Backbase powers the digital and AI transformations of over 150 financial institutions worldwide.

Founded in 2003 in Amsterdam, Backbase is a global private fintech company with regional headquarters in Atlanta and Singapore, and offices across London, Sydney, Toronto, Dubai, Kraków, Cardiff, Hyderabad, and Mexico City.

BNY is a global financial services platforms company that safeguards, manages and moves assets for clients around the world. As of June 30, 2025, BNY oversees $55.8 trillion in assets under custody and/or administration and $2.1 trillion in assets under management.

Our platforms bring together expertise and technology to develop, deliver and evolve leading solutions to meet our clients’ needs and advance their ambitions. BNY helps over 90% of Fortune 100 companies and nearly all the top 100 banks globally and works with over 90% of the top 100 pension plans to help oversee and protect investments for millions of individuals. BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Headquartered in New York City, BNY has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow on LinkedIn or visit the BNY Newsroom for the latest company news.

BNY Pershing (member FINRA, NYSE, SIPC) is a leading provider of clearing and custody, trading and settlement, advisory and investment solutions, data insights, business consulting and other services to wealth management and institutional firms looking to grow their businesses. For more information, go to www.bny.com/pershing.

CapIntel is a B2B fintech company serving financial institutions across North America. Its intuitive, web-based applications are improving the overall experience for wealth professionals and investors alike. The company's mission is to elevate personal finance and a significant part of this means growing wealth through investments while creating meaningful conversations between advisors and their clients. Its platform helps financial professionals deliver transparent, data-driven, and personalized information to their clients so they can get a better understanding of their investments and feel at ease knowing their future is secured. With over 20,000 advisors and 800 wholesalers across North America on their platform, CapIntel is transforming the advisor-client experience. See www.capintel.com for more information and follow us on LinkedIn.

Jump is the AI solution redefining how financial advisors and other finserv professionals work. Jump automates meeting prep, notes, compliance documentation, CRM updates, client recaps, and follow-up tasks – turning hours of admin into minutes. Beyond automation, Jump delivers real intelligence and insights that help advisors deepen client relationships and make better decisions. Deeply integrated, fully customizable, and designed with compliance and AI safety at the core, Jump empowers firms to scale smarter and elevate the advisor-client experience in the age of AI. Learn more at jump.ai.

Smartleaf is a portfolio management system built to automate the delivery of personalized and tax-optimized portfolios at scale. Instead of juggling fragmented systems and manual processes, firms get a single workflow that runs automatically in the background, every day. Smartleaf’s automated rebalancing system handles year-round tax management, tax-optimized transitions, personalization, direct indexing, household-level optimization, and more. The result: every portfolio consistently meets firm investment, personalization, and tax standards — and advisors are freed from manual tasks, with more time to focus on clients and growth. Smartleaf is available as SaaS or as a subadvisory service. Learn more at www.smartleaf.com and www.smartleafam.com.

Socure is the leading platform for digital identity verification, compliance and fraud prevention solutions, trusted by the largest enterprises and government agencies to build trust and mitigate risk. Leveraging AI and machine learning, Socure's industry-leading platform achieves the highest accuracy, automation, and capture rates in the industry. With last year's acquisition of Effectiv, Socure launched its RiskOS™ platform to offer end-to-end decisioning and orchestration for identity fraud and payment risk management, integrating advanced transaction monitoring, credit underwriting and know-your-business (KYB) solutions into its platform.

Serving more than 3,000 customers and 190+ countries across financial services, government, gaming, healthcare, telecom, and e-commerce, Socure's customer base includes 18 of the top 20 banks, the largest HR payroll providers, the largest sportsbook operators, 58 organizations across the public sector, and more than 600 fintechs. Leading organizations including Capital One, Uber, Angi, Citi, Chime, SoFi, Green Dot, Robinhood, Dave, Gusto, Poshmark, DraftKings, PrizePicks, the State of California and many more trust Socure to deliver certainty in identity across onboarding, authentication, payments, account changes, and regulatory compliance. Learn more at www.socure.com.

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisers and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud introduced the first-of-its-kind Private Markets Account™ and Private Markets Account Network to enable integrated management of public and private markets assets from a single, unified managed account. InvestCloud was also named a CNBC World’s Top Fintech Company in 2024, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.

PCR is the industry’s leading provider of institutional-grade investment data aggregation, trusted by private banks, RIAs, family offices, trust companies, asset allocators, wealth tech platforms, and more. Uniquely positioned, PCR aggregates custodial data from over 1,000+ financial institutions and alternative investment data from more than 3,000 liquid and illiquid managers.

Unlike other providers, PCR obtains consent through its digital Letter of Authorization (LOA) process, enabling direct engagement with custodians and fund managers. This eliminates the need for client-shared credentials, ensuring secure, complete, and scalable aggregation across complex portfolios.

Beyond aggregation, PCR delivers Managed Data Services — providing reconciliation, exception management, L1 data support for operations teams, and even data distribution services. PCR not only aggregates data but also manages, validates, and distributes it, including running client feeds where required. This ensures that operational stakeholders can rely on a single partner for end-to-end data readiness.

PCR’s total solution revolves around dedicated client support. The company integrates its operations and client service teams to manage inquiries, ensure timeliness of delivery, investigate issues, and coordinate directly with counterparties when needed. Clients use PCR’s reconciled and performance-ready data to power leading portfolio management, trust accounting, and reporting systems — with accuracy, completeness, and operational reliability at the core.

PCR’s reputation is built on accuracy, completeness, service, and scalability — delivering not just data, but also the managed services and operational backbone needed to make that data truly usable.

Avaloq is an industry-leading provider of wealth management technology and services for over 170 financial institutions around the world, managing CHF 4tr AuM with our software. Our clients include private banks and wealth managers, investment managers, as well as retail and neobanks.

For 40 years, we have been developing innovative core banking software to serve the needs of the most complex financial institutions. We now offer a comprehensive, unified platform that covers the entire value chain from front-to-back office and caters to every client segment. Available in the cloud, the Avaloq platform helps to decrease time-to-market and enables firms to scale easily. With our highly automated business process as a service (BPaaS), we streamline banking operations, saving our clients time and costs.

Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Conquest’s user base, which spans Canada, the U.S. and the U.K., leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information on Conquest, follow us on LinkedIn, X and YouTube, and to contact our team, please visit our website at conquestplanning.com.