Meet FSI Sponsors

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.8 trillion as of September 30, 2024, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 75,000 associates across the United States, Ireland and India. To learn more, visit fidelity.com.

Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients, and the home office so that firms can drive better outcomes and innovate quickly. Advisor360° clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric® (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The company is headquartered in Weston, Massachusetts, with offices in Bengaluru, India; Belfast, Northern Ireland; and a remote workforce in Canada. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit advisor360.com.

AssetMark Financial Holdings, Inc. is a leading wealth management technology platform for financial advisors. In 2024, AssetMark became an independent, U.S.-owned private company following its acquisition by GTCR, a private equity firm based in Chicago, Illinois. Founded in 1996, the AssetMark platform has grown to over $139.4 billion in assets and serves over 10,753 financial advisors and over 317,477 investor households. To learn more, visit assetmark.com.

Broadridge is a global technology leader with trusted expertise and transformative technology, helping our clients and the financial services industry operate, innovate and grow. We power investing, governance, and communications for our clients—driving operational resilience, elevating business performance, and transforming investor experiences. To learn more, visit Broadridge Wealth Platform Solutions.

Sammons Institutional Group®, Inc. is a member of Sammons Financial Group—whose member companies, Midland National® Life Insurance Company and North American Company for Life and Health Insurance®—enjoy a century-long history built on a foundation of integrity and trust. Sammons Institutional Group is comprised of two divisions: Sammons Retirement Solutions® and Midland Retirement Distributors®. The alignment of these divisions under Sammons Institutional Group provides a single point of contact for our bank and broker/dealer partners. Each team allows for greater growth, while focusing on distinct products and capabilities. To learn more, visit srslivewell.com.

Praxis Solutions is a technology-enabled solutions provider that transforms wealth and asset management firms. Based in San Diego, Praxis combines deep industry expertise with advanced AI technology to deliver customized solutions that enhance efficiency and reduce costs. The company’s approach is built around the “Think. Make. Do.” philosophy, focusing on delivering expert financial insights, building tailored AI tools, and executing strategies that optimize operations and drive growth. Praxis partners with clients to streamline front, middle, and back-office functions, enabling firms to focus on core business priorities. With a commitment to innovation and measurable impact, Praxis empowers organizations to stay competitive in a rapidly evolving financial landscape. Its solutions are designed to maximize value, improve scalability, and support sustainable growth. Visit praxissolutions.com to learn more about how Praxis Solutions redefines operational excellence for financial service providers.

SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. To learn more, visit seic.com.