Focus Financial Partners Conference Sponsorship

(LAST UPDATED OCTOBER 25, 2024)

The following entities have provided conference sponsorship to Focus since January 1, 2023:

• Advent Software, Inc. (includes SS&C)
• BlackRock, Inc.
• Blackstone Administrative Services Partnership L.P.
• Capital Integration Systems LLC (CAIS)
• Charles Schwab & Co., Inc.
• Confluence Technologies Inc.
• Eaton Vance Distributors, Inc. (includes Parametric Portfolio Associates)
• FIAM LLC
• Fidelity Brokerage Services LLC
• Fidelity Distributors Company LLC
• Flourish Financial LLC
• Franklin Distributors, LLC (includes O’Shaughnessy Asset Management, L.L.C. (OSAM) and CANVAS)
• K&L Gates LLP
• Nuveen Securities, LLC
• Orion Advisor Technology, LLC
• Pinegrove Capital Partners LLC (includes Brookfield Oaktree Wealth Solutions)
• Practifi, Inc.
• Salus GRC, LLC
• Stone Ridge Asset Management LLC
• StoneCastle Network, LLC
• The Vanguard Group, Inc.
• TriState Capital Bank
• UPTIQ, Inc.