Focus Financial Partners Conference Sponsorship
(LAST UPDATED JULY 19, 2024)
The following entities have provided conference sponsorship to Focus since January 1, 2023:
- Advent Software, Inc. (includes SS&C)
- BlackRock, Inc.
- 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
- Orion Advisor Technology, LLC
- Practifi, Inc.
- Salus GRC, LLC
- StoneCastle Network, LLC
- The Vanguard Group, Inc.
- TriState Capital Bank
- UPTIQ, Inc.