Sponsors
Trusted partners helping advisors transition, run, and grow
Where each sponsor fits
Independence & transition support
Independence & transition support
Compliance oversight & supervision
Meetings and structured follow-up
CRM hub
Tax planning
Featured Sponsor
United Advisor Group (UAG)
UAG supports advisors pursuing independence with infrastructure, resources, and a partner-first approach to building the firm you actually want to run.
Best for:
- Advisors actively exploring the RIA leap
- Teams in transition who want fewer surprises
- Newly independent firms building their operating rhythm
Why it matters:
- Helps reduce “transition fog” by bringing structure to the move
- Adds leverage where independence is hardest: operations, execution, and follow-through
- Creates a smoother runway from decision → launch → run
When you want independence but you don’t want to build everything alone.
Why it matters:
- Centralizes review and supervision into a single system of record
- Reduces “where did we document that?” moments
- Supports audit-ready workflows without living in spreadsheets
When compliance needs to be tighter without becoming heavier and more difficult.
Hadrius
Hadrius is a compliance operating system designed to centralize supervision workflows and keep oversight organized, trackable, and exam-ready.
Best for:
- RIAs modernizing compliance supervision
- Firms tired of scattered tools and manual evidence gathering
- Teams that want a cleaner approval + oversight process
Zocks AI
Zocks turns advisor meetings into structured outputs such as notes, follow-ups, and workflow-ready action items so the value of the conversation doesn’t disappear after the call.
Best for:
- Advisors who want cleaner client follow-up
- Teams tightening documentation and next steps
- Firms standardizing meeting workflows across staff
Why it matters:
- Helps ensure key decisions and action items don’t get lost
- Improves consistency across client meetings
- Reduces admin time without sacrificing quality
When you want every meeting to produce great follow-through automatically.
Why it matters:
- Builds consistency in how your team manages client relationships
- Creates a single place for tasks, activity, and accountability
- Helps keep growth organized as the firm scales
When “CRM” needs to be the operating heartbeat — not another chore.
Wealthbox
What they do: Wealthbox is an advisor-focused CRM built to support day-to-day relationship workflows, the kind that keep clients engaged and the firm organized.
Best for:
- Firms that want a clean CRM hub with high adoption
- Teams who need visibility into client relationships and next actions
- Advisors building repeatable business development workflows
Holistiplan
Holistiplan supports advisors delivering more proactive tax planning as part of the planning experience, translating tax information into clearer planning conversations.
Best for:
- Advisors who want tax planning to be a consistent client-value pillar
- Firms standardizing planning deliverables
- Teams looking to turn tax data into easier client conversations
Why it matters:
- Helps elevate planning conversations beyond performance
- Creates proactive opportunities for client value and retention
- Makes tax planning more repeatable across the firm
When tax planning should feel like a strength not a scramble.
Become a Sponsor
We keep sponsorship selective. Our audience is advisors navigating independence. Whether it’s exploring the leap, newly independent, or scaling an RIA, if your product or platform genuinely helps them operate better, we should talk.
What sponsorship can include :
- Featured placement on this page
- Optional inclusion in select resource pages (logo strip module)
- Newsletter feature opportunities (when aligned)
- Educational co-created resources (checklists, guides, or templates)