Pareto Systems is a business development firm that specializes in coaching and enterprise solutions for the knowledge-for-profit sector. The company offers services such as professional coaching, practice management, and branding strategies to enhance the growth and efficiency of financial advisors and firms. Pareto Systems primarily serves growth-minded financial advisors and visionary firms looking to improve client acquisition, client retention, and overall business profitability. It is based in Kelowna, British Columbia.

The Perfect RIA focuses on providing financial advisors with systems and strategies to enhance their practices within the financial advisory industry. The company offers a range of services including practice management tools, consulting, coaching engagements, and educational content such as podcasts and webinars, all aimed at improving client value delivery and practice efficiency. The Perfect RIA primarily serves financial advisors seeking to optimize their practices and client services. It was founded in 2018 and is based in Anchorage, Alaska.

Paragem is a service company focused on providing licensee services to the financial advice industry. They offer a range of services including compliance support, technology access, professional development, and transitional equity assistance. Paragem primarily caters to financial advisors and advice businesses seeking growth and operational efficiency. It is based in Sydney, New South Wales.

Prospera Financial Services is a broker-dealer firm that provides support to financial advisors. The company offers securities and advisory services, focusing on independence, flexibility, and support to its advisors. Prospera Financial Services serves the financial advisory sector. It was founded in 1982 and is based in Dallas, Texas.

Fortnum Private Wealth is a company that focuses on financial services, specifically in the domain of financial planning and licensing. The company offers services such as licensing and servicing financial planning practices, providing a platform for financial planners to build their businesses, and offering support in areas like technology, research, and risk management. They primarily cater to the financial planning industry. It was founded in 2010 and is based in Sydney, New South Wales.

Facet specializes in financial planning and investment management. The company offers a range of services, including retirement planning, tax planning, insurance planning, and estate planning, all designed to cater to the diverse financial needs of individuals. Facet operates on a flat-fee membership model, providing clients with access to certified financial planners and a technology-driven platform for personalized financial advice. Facet was formerly known as OneK Financial. It was founded in 2016 and is based in Baltimore, Maryland.