Sponsorship
Sponsors play a critical role in the success of our advocacy efforts and our events.
FSI sponsors demonstrate their support for independent financial services firms and independent financial advisors through their financial support and involvement in FSI. Sponsors play a critical role in the success of our advocacy efforts and our events. They also provide resources to our members to help them run their businesses better. View these resources.
To search current FSI sponsors by product or service, please visit our online sponsor search.
We are grateful for the participation of the following companies:
2023 Sponsors
Ambassador Sponsors
Premier Sponsors
Partner Law Firms
Eversheds Sutherland, LLP
Winget, Spadafora & Schwartzberg, LLP
Sponsors
AdvicePay
Advisor360
Allianz Life Financial Services, LLC
Alternative Investment Exchange
Apollo Global Management
Aon Risk Solutions
Arthur J. Gallagher & Co.
Ashar Group
AssetMark, Inc.
Athene
Beacon Strategies, LLC
Bluerock Capital Markets, LLC
CAIS
Capital Rock
Carter Funds
Charles River Development
Clark Capital Management Group, Inc.
Corebridge Financial Distributors
Disability Specialists, Inc.
Docupace Technologies
Equitable
FactSet
Freeman, Mathis & Gary, LLP
Halo Investments
Haven Tower
Hexure
Hines Securities, Inc.
Inland Real Estate
intelliflo/Redblack Software, LLC
Invesco
iPipeline
Jackson
JS Held LLC
Kessler Collins P.C.
Lincoln Financial Group
Marshall Dennehey
MyVest
NexPoint Securities
O’Hagan Meyer LLP
Oyster Consulting
Paperclip, Inc.
Parker Hudson
Passco
Pension Resource Institute, LLC
Pontera
Practifi
Preferred Capital Securities
ProNvest
Prudential Annuities
Putnam Investments
RegEd, Inc.
Schwab Asset Management
Smarsh
SMArtX Advisory Solutions
Susan Burton Consulting, LLC
Sycamore Company
The Pacific Financial Group
The Pinnacle Group
Transamerica Capital, Inc.
Vestmark
YCharts
Media Sponsors
InvestmentNews
RealAssets Adviser
ThinkAdvisor Financial Network
WealthManagement.com
The Financial Services Institute is independent from and not affiliated with any of our sponsor companies. Sponsorship of the Financial Services Institute does not suggest that our sponsors recommend or endorse any of our positions or our advocacy initiatives.
Who to Contact
Kathryn Anderson
Vice President, Corporate Relations
(678) 436-5544