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