LexisNexis® Risk Solutions harnesses the power of data, sophisticated analytics platforms and technology solutions to provide insights that help businesses across multiple industries and governmental entities reduce risk and improve decisions to benefit people around the globe. Headquartered in metro Atlanta, Georgia, we have offices throughout the world and are part of RELX (LSE: REL/NYSE: RELX), a global provider of information-based analytics and decision tools for professional and business customers.

Nasdaq Verafin provides cloud-based Financial Crime Management Technology solutions for Fraud Detection, AML/CFT Compliance, High-Risk Customer Management, Sanctions Screening and Management, and Information Sharing. More than 2,800 financial institutions globally, representing $12T in collective assets, use Nasdaq Verafin to prevent fraud and strengthen AML/CFT efforts. Leveraging our unique consortium data approach in targeted analytics with artificial intelligence and machine learning, Nasdaq Verafin significantly reduces false positive alerts and delivers context-rich insights to fight financial crime more efficiently and effectively. To learn how Nasdaq Verafin can help your institution fight fraud and money laundering visit www.verafin.com or call 1-877-368-9986.

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.

Flyer is redefining the operational backbone of modern wealth management. As the industry shifts toward hyper-personalization and multi-asset diversification, Flyer’s cloud-native Co-Pilot platform provides the precision, scale and integrations executive leaders need to grow without requiring additional headcount.

Co-Pilot’s Portfolio Management Solution and Order Management Solution unify the entire investment lifecycle.

Real-time advisor to trader automation so advisors can quarterback the process while traders do the work

Sophisticated UMA sleeve-level governance provides managed account platforms and Rep-as-PM programs the flexibility to implement their best thinking

Dedicated fixed income tools allow advisors to view inventory and build portfolios eliminating the need for multiple tools and separate systems

Automated tax-loss harvesting so clients get the most out of their investment advice

Institutional-grade trading via the Flyer Trading Network (FTN) means access to new execution venues without the wait or maintenance

By eliminating the friction between portfolio management and execution, Flyer enables firms to reduce operational drag, ensure rigorous compliance, and deliver superior advisor experiences. Discover why the industry’s leading brands trust Flyer to power their global trading and portfolio intelligence.

Hargrove Firm is an estate planning law firm providing legal services in all 50 states. With over 100 attorneys, they deliver personalized estate planning for high-net-worth and ultra-high-net-worth clients backed by decades of experience. Its tech-enabled law firm model is trusted by leading wealth advisory firms collectively managing over $750 billion in client assets. Their innovative technology platform creates an online estate planning experience, securely connecting advisors, attorneys, and clients remotely. Hargrove Firm makes estate planning accessible and fully integrated into the financial advisory process.

Tandems is a financial technology company reimagining how banks, wealth managers, and advisors engage with clients and grow their businesses. Building on nearly two decades of experience, the firm has evolved into a leader in AI-native wealth solutions that support modern advice, client engagement, and scalable growth.
Tandems’ platform combines advanced, finance-specific artificial intelligence with seamless integration across data sources and workflows to help institutions deliver personalized advice and outcomes at scale. The company’s modular ecosystem includes capabilities for elevating meeting effectiveness, identifying growth opportunities, and delivering tailored investment experiences, all while adhering to rigorous security, privacy, and regulatory standards. Verticalized AI models are tuned for hundreds of real-world financial use cases and can be deployed rapidly, allowing firms to accelerate modernization without extensive infrastructure overhaul.
Serving thousands of advisors and millions of client accounts, Tandems strives to amplify human expertise rather than replace it, freeing professionals to focus on strategic guidance and relationship-driven outcomes.

Wealth.com is the industry’s leading estate & tax planning platform, trusted by more than 3,000 wealth management firms and some of the largest names in finance. Purpose-built for financial institutions, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to modernize financial planning at scale. Recognized for innovation and leadership, the company has earned Top Estate Planning Technology and Implementation honors at the 2025 WealthManagement.com Industry Awards and #1 market share in the 2025 Kitces AdvisorTech Study.

Ninth Wave is the leading provider of secure data connectivity between financial institutions and third-party applications such as aggregators, fintechs, accounting solutions, ERP systems, and other business solutions. The company's platform enables direct connections for over 2,000 institutions and 120 million accounts, including seven of the top 10 U.S. banks and eight of the top 10 U.S. wealth managers. Founded in 2018, Ninth Wave is privately owned and headquartered in New York City. For more information, visit ninth-wave.com.

QuantiFacts provides business intelligence software and services purpose-built for the wealth management and trust industry. For more than 40 years, the company has combined deep wealth management expertise with practical technology to help leading banks and trust organizations make informed pricing, profitability, and revenue decisions.

QuantiFacts’ solutions support the full fee-management lifecycle—from fee research, modeling, and schedule implementation to relationship-level profitability analysis, fee negotiation, discount management, revenue reporting, and competitive price benchmarking. Its Q4 Wealth Management System delivers detailed analytics and reporting, while Deal Manager helps relationship managers and senior leaders evaluate pricing, manage discounts, and protect margins. QuantiFacts also provides real-world competitor fee and discount data to help firms price confidently, identify repricing opportunities, and strengthen client relationships.

QuantiFacts offers both enterprise technology solutions and outsourced project support for fee and discount analysis, optimization, and ongoing management. Five of the top 10 U.S. banks are long-standing QuantiFacts clients, and its clients collectively manage approximately half of all trust accounts in the United States.

Addition Wealth is an AI-native financial guidance platform for financial institutions and the advisors and financial professionals who serve their customers.

The platform brings together an institution's data and each customer's full financial picture into one engine, then anticipates the moments that matter most and surfaces the right next step before the customer has to ask. Each experience is tailored to the individual rather than delivered as generic content, so every interaction feels relevant to that person's actual financial situation.

For financial institutions, Addition Wealth strengthens the relationship between institution and customer at exactly the moments when that relationship matters most. Retail banks, wealth managers, RIAs, recordkeepers, insurers, broker-dealers, and asset managers use the platform to extend proactive, personalized guidance across their entire customer base. The platform can be delivered white-label or co-branded, embedded directly into the institution's existing digital experience.

Avantos, Inc. (founded in 2024) is redefining the future of onboarding and client servicing with a next-generation platform designed to automate manual processes and unify fragmented client interactions.

- Operational Efficiency: Automates highly manual processes and reduces compliance burdens.
- Business Growth: Accelerates productivity through intelligent actionable insights and AI-driven workflows.
- Customer Retention: Enhances interactions while ensuring full regulatory compliance via a SOC 2-certified SaaS infrastructure.

CapIntel is a wealthtech company founded on a simple belief: investors say yes to advice they understand and trust. The platform turns complex, data-heavy proposals into personalized, visual presentations advisors can build in minutes — inside the CRM, analytics, and planning tools that firms already use. Compliance is part of every step, from first comparison to opened account. CapIntel supports more than two million investors across North America and ranked #11 on the 2025 Deloitte Technology Fast 500. Learn more at www.capintel.com and follow CapIntel on LinkedIn.

Intellect Design Arena Ltd is a global leader in enterprise-grade financial technology, delivering composable and intelligent solutions to forward-looking financial institutions across 60+ countries. With three decades of domain expertise, our product suite spans Wholesale Banking, Consumer Banking, Central Banking, Wealth, Capital Markets, Treasury, Insurance and Digital Technology for Commerce. Applying First Principles Thinking and Design Thinking, we have elementalized the financial services landscape into a finite set of Events, Microservices, and APIs, enabling faster, modular transformation with measurable outcomes.

At the heart of this are eMACH.ai, the world’s most comprehensive, composable and intelligent open finance platform; Purple Fabric, the world’s first Open Business Impact AI platform; and iTurmeric, our composable platform for seamless integration and configuration. We are a pioneer in applying Design Thinking and our 8012 FinTech Design Center, the world’s first Design Center dedicated to Design Thinking Principles, underscores our commitment to continuous and impactful innovation, addressing the ever-growing need for digital transformation. We proudly serve over 500+ customers worldwide, supported by a diverse workforce of solution architects and domain and technology experts in major global financial hubs. For more information, visit https://www.intellectdesign.com/

RelPro helps commercial and business bankers uncover new lending opportunities, engage decision-makers earlier, and build stronger client relationships that drive revenue growth. By combining 25+ trusted data sources, including company data, filings, financials, loan activity, buyer intent, and executive contact intelligence, RelPro gives bankers the insight they need to prioritize opportunities, prepare for meaningful conversations, and win more business. That's why 9 of 10 of the largest U.S. banks, and more than 60% of the top 50, trust RelPro to help their bankers prospect smarter, save valuable time, and grow their portfolios.

Zocks is the #1 AI Assistant for financial advisors. It saves advisors 10+ hours a week by automating meeting prep, notes, follow-ups, financial plans, and onboarding, all without recording. Every conversation, email, and document becomes structured data across the systems advisors already use. Serve more clients, find growth opportunities in your book, and give every client the attention they deserve. 5,000+ firms, including 7 of the 9 Barron's Top Mega RIAs, rely on Zocks.