Companies we work with
BNY Mellon’s Albridge
BNY Mellon’s Albridge is a leading enterprise data management solution provider that delivers a single view of an investor’s broad range of assets. Albridge’s proprietary technology consolidates client account data from hundreds of data sources, including bank, brokerage, insurance, retirement, managed accounts, and more.
Source: https://pershing.com as of September 13, 2023.
EMoney Advisor
EMoney Advisor is a comprehensive financial planning software application that offers clients both goals-based and cash-flow-based analyses and projections. As of September 2023, it worked with over 100,000 advisors managing 5.8 trillion in assets.
Source: https://emoneyadvisor.com/about/ as of September 13, 2023.
Pershing Advisory Solutions
Pershing Advisory Solutions is a business-to-business provider offering cutting-edge solutions—from private banking to alternative investments to global capabilities—to help clients run their businesses more efficiently and service clients more effectively. BNY Pershing was selected as our primary clearing firm for its financial strength, and it is a wholly owned subsidiary of the Bank of New York Mellon (NYSE-BK).
The Bank of New York Mellon Corporation, doing business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. Pershing is the world’s largest custodian bank and asset servicing company, with $2.5 trillion in assets under management and $49.5 trillion in assets under custody as of June 2023. Through its Bank of New York predecessor, it is one of the three oldest banking corporations in the United States and among the oldest banks in the world, having been established in June 1784 by a group that included American Founding Fathers Alexander Hamilton and Aaron Burr.
Source: https://emoneyadvisor.com/about/ as of September 13, 2023.
United Planners
United Planners, as of August 23rd, 2023, had nearly $21.7 billion in assets and was selected as our broker-dealer after researching the 2,500 firms, who, among others, also clear through Pershing. United Planners offers the best technical support, cost structure, broker-centric corporate ideology, and fee-based account support. United Planners was formed in 1987 as a Limited Partnership. This unique structure has withstood the tests of time and creates an atmosphere of partnership for the advisors affiliated with the firm.
*United Planners Financial Services (UPFS) is not affiliated with any other entities referenced.
