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.