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Pershing has supported many of the world’s most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on them for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting. They manage over $2Tn in global client assets and serve over 1,300 financial firms worldwide.
Schwab draws from over three decades of serving affluent households. More independent financial advisors work with – and entrust more assets to – Schwab than any other custodian. Schwab has 270+ family office advisors that collectively manage over $150 billion.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience.
AdvisorOp empowers advisory firms with reporting, paperless account opening, business process automation, account monitoring, client engagement and other operational solutions. By seamlessly integrating CRM, Portfolio Accounting, Research, Document Generation, E-Signature and Custodian systems, AdvisorOp enables greater operational productivity and efficiency.
The Black Diamond® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.
In today’s competitive environment, RIAs have to be different. Get the wealthtech suite that lets you focus on growing your business by making it easy to handle back-office tasks with the tools you need to build authentic connections with your clients. Our vision is driven by four pillars of success — Prospect, Plan, Invest, Achieve — that will lead your firm to build a long-lasting, future-ready business.
A new era of access is underway—we’ve combined world-class technology with an industry-leading client experience to deliver alternative investments and structured notes more efficiently than ever before. Our platform connects independent financial advisors with leading alternative asset managers, empowering them to engage and transact on a massive scale.
iCapital Network is the financial technology company with the mission to power the world’s alternative investment marketplace. Our platform has transformed the way alternative investments are bought and sold through tech-based solutions for advisors, their high-net-worth client base, asset managers, and banks.
Independence. Security. Trust. It’s why we want to work for you.
We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.
Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.