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Vendor Directory
Supporting the Financial Services Industry
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All Vendors
Browse the list of our participating vendors who are streamlining their processes.
Independence Blue Cross (IBC)
Product/Service Name
Independence Blue Cross (IBC)
Service Type
Employee Benefits
Status
Website
https://www.ibx.com/
Indigo Marketing Agency
Product/Service Name
Indigo Marketing Agency
Service Type
Marketing
Status
Website
https://indigomarketingagency.com/
Indyfin
Product/Service Name
Indyfin
Service Type
Advisor Lead Generation
Status
Website
https://www.indyfin.com/
Infinite Computer Solutions
Product/Service Name
Infinite Computer Solutions
Service Type
Cloud Solutions
Status
Website
https://www.infinite.com/
Infovisa
Product/Service Name
Infovisa
Service Type
All-In-One Software
Status
Website
https://www.infovisa.com/
Infragisitcs
Product/Service Name
Infragisitcs
Service Type
Application Development
Status
Website
https://www.infragistics.com/
Innovayte
Product/Service Name
Innovayte
Service Type
Custodian
Status
Website
https://innovayte.com/
insightsoftware
Product/Service Name
insightsoftware
Service Type
Financial Reporting
Status
Website
https://insightsoftware.com/
Insperity
Product/Service Name
Insperity
Service Type
Human Resources Software, Training
Status
Website
https://www.insperity.com/
Instagram
Product/Service Name
Instagram
Service Type
Social Networking
Status
Website
Institute of Business Forecasting & Planning (IBF)
Product/Service Name
Institute of Business Forecasting & Planning (IBF)
Service Type
Professional Association
Status
Website
https://www.ibf.org
inStream
Product/Service Name
inStream
Service Type
Financial Planning
Status
Website
http://instreamwealth.com/
Integrated Media Group
Product/Service Name
Integrated Media Group
Service Type
Digital Marketing
Status
Website
https://www.growwithimg.com/
intelliflo
Product/Service Name
intelliflo
Service Type
Advisor Platform
Status
Website
https://www.intelliflo.com
Intention.ly
Product/Service Name
Intention.ly
Service Type
Marketing
Status
Website
https://intention.ly/
Interact
Product/Service Name
Interact
Service Type
Marketing
Status
Website
https://www.tryinteract.com/
Interactive Brokers
Product/Service Name
Interactive Brokers
Service Type
Custodian
Status
Website
https://www.interactivebrokers.com
Intercontinental Exchange - ICE
Product/Service Name
Bondpoint, Market-Q, NYSE, eSignal
Service Type
Exchange, Market Data, Trading Platform
Status
Website
https://www.ice.com/
InterGen Data
Product/Service Name
InterGen Data
Service Type
Data Analytics
Status
Website
https://intergendata.com/
Intradyn
Product/Service Name
Intradyn
Service Type
Text Message Archiving
Status
Website
https://www.intradyn.com/
Intuit
Product/Service Name
Lacerte Tax, ProConnect Tax, QuickBooks, Turbotax
Service Type
Bookkeeping, Tax Software
Status
Website
https://www.intuit.com/
Invesco
Product/Service Name
Invesco
Service Type
Custodian
Status
Website
https://www.invesco.com
InvestCloud - Tegra118
Product/Service Name
InvestCloud - Tegra118
Service Type
Portfolio Management
Status
Website
https://www.investcloud.com/
InvestEdge
Product/Service Name
InvestEdge
Service Type
Portfolio Management
Status
Website
http://www.investedge.com/
Investigo
Product/Service Name
Investigo
Service Type
Human Resources
Status
Website
https://www.investigo-us.com/
Investing You
Product/Service Name
Investing You
Service Type
Behavior Assessments
Status
Website
https://www.investingyou.com/
Investiture AI
Product/Service Name
Investiture AI
Service Type
Artificial Intelligence (AI)
Status
Website
https://investiture.ai/
Investment Metrics
Product/Service Name
Investment Metrics
Service Type
Performance Reporting
Status
Website
https://www.invmetrics.com/
Investment POD
Product/Service Name
Investment POD
Service Type
Wealth Management Platform
Status
Website
http://www.investmentpod.com/
Investor
Product/Service Name
Investor
Service Type
Status
Website
InvestorCOM
Product/Service Name
InvestorCOM
Service Type
Compliance
Status
Website
https://investorcom.com/
Investors Heritage
Product/Service Name
Investors Heritage
Service Type
Life Insurance
Status
Website
https://investorsheritage.com/
IOActive
Product/Service Name
IOActive
Service Type
Security
Status
Website
https://ioactive.com/
Ion
Product/Service Name
Fidessa
Service Type
Trading Platform
Status
Website
https://iongroup.com/products/markets/fidessa/
iPaladin
Product/Service Name
iPaladin
Service Type
Document Management
Status
Website
https://www.ipaladin.com/
Ipipeline
Product/Service Name
Ipipeline
Service Type
Agency Management System
Status
Website
https://www.ipipeline.com/
iRebal
Product/Service Name
iRebal
Service Type
Status
Website
Irix Suite
Product/Service Name
Irix Suite
Service Type
Prescription Rx Reports
Status
Website
https://www.rxhistories.com
IRM Technology
Product/Service Name
IRM Technology
Service Type
Status
Website
Iron Mountain
Product/Service Name
Iron Mountain
Service Type
Hardware Desctruction
Status
Website
https://www.ironmountain.com/
IRS - Internal Revenue Service
Product/Service Name
IRS - Internal Revenue Service
Service Type
US Government Agency
Status
Website
https://www.irs.gov/
iSolved
Product/Service Name
iSolved
Service Type
Payroll
Status
Website
https://www.isolvedhcm.com/
iStock Photo
Product/Service Name
iStock Photo
Service Type
Stock Photography and Images
Status
Website
https://www.istockphoto.com/
IT Consultant Jim Van.
Product/Service Name
IT Consultant Jim Van.
Service Type
MSP (Managed Service Provider)
Status
Website
ITEGRIA
Product/Service Name
ITEGRIA
Service Type
MSP (Managed Service Provider)
Status
Website
https://www.itegria.com/
IT Insights
Product/Service Name
IT Insights
Service Type
Status
Website
iTrust Advisors
Product/Service Name
iTrust Advisors
Service Type
Insurance Broker
Status
Website
https://itrustllc.com/
Jackson National Life Insurance Company
Product/Service Name
Jackson National Life Insurance Company
Service Type
Annuities
Status
Website
https://www.jackson.com/
Jacobi
Product/Service Name
Jacobi
Service Type
Investment Data/Analytics
Status
Website
https://www.jacobistrategies.com/
James Knittel
Product/Service Name
James Knittel
Service Type
Business Consulting
Status
Website
Jason Barbato Marketing Solutions
Product/Service Name
Jason Barbato Marketing Solutions
Service Type
Marketing Consultant
Status
Website
JetPay
Product/Service Name
JetPay
Service Type
Payment Processing
Status
Website
Jetstream
Product/Service Name
Jetstream
Service Type
Medical Records Retrieval
Status
Website
https://jetstreamaps.com/
JFrog
Product/Service Name
JFrog
Service Type
Software Solutions
Status
Website
https://jfrog.com/
J&H Copy Service
Product/Service Name
J&H Copy Service
Service Type
Medical Records Retrieval
Status
Website
https://www.jhcopy.com
JMI
Product/Service Name
JMI
Service Type
Investment Firm
Status
Website
https://www.jmi.com/
John Hancock
Product/Service Name
John Hancock
Service Type
Insurance
Status
Website
https://www.johnhancock.com
Johnson Controls
Product/Service Name
Johnson Controls
Service Type
Security System
Status
Website
https://www.johnsoncontrols.com
JotForms
Product/Service Name
JotForms
Service Type
Status
Website
JourneyGuide
Product/Service Name
JourneyGuide
Service Type
Specialized Planning - Retirement
Status
Website
https://www.journeyguideplanning.com/
JourneyTEAM
Product/Service Name
JourneyTEAM
Service Type
Microsoft Consultant
Status
Website
https://www.journeyteam.com/
JPMorganChase
Product/Service Name
JPMorganChase
Service Type
Financial Planning
Status
Website
https://www.jpmorganchase.com/
Kaseya
Product/Service Name
Backupify, Kaseya, Vorex
Service Type
Backup, IT Support Software, Software Solutions
Status
Website
https://www.kaseya.com/
Kaspersky
Product/Service Name
Kaspersky
Service Type
MSSP (Managed Security Service Provider)
Status
Website
https://usa.kaspersky.com/
Kastle
Product/Service Name
Kastle
Service Type
Status
Website
Kastle Systems
Product/Service Name
Kastle Systems
Service Type
Security System
Status
Website
https://www.kastle.com/
Keap
Product/Service Name
Keap
Service Type
CRM, Email Marketing
Status
Website
https://keap.com/
Keeper Security
Product/Service Name
Keeper Security
Service Type
Password Management
Status
Website
https://www.keepersecurity.com/
Kemark
Product/Service Name
Kemark
Service Type
Stock Exchanges Medallion Program (SEMP)
Status
Website
http://www.kemarkfinancial.com/
Key Bank
Product/Service Name
Key Bank
Service Type
Banking Services
Status
Website
https://www.key.com/
Key Bridge Compliance LLC
Product/Service Name
Key Bridge Compliance LLC
Service Type
Compliance
Status
Website
https://www.keybridgecompliance.com/
KFS Educational Services
Product/Service Name
KFS Educational Services
Service Type
Education Planning
Status
Website
KGC Solutions
Product/Service Name
KGC Solutions
Service Type
Status
Website
Kibana
Product/Service Name
Elastic
Service Type
Data Analytics
Status
Website
https://www.elastic.co/
Kimberly Tift
Product/Service Name
Kimberly Tift
Service Type
Legal Services / Attorneys
Status
Website
Kinsta
Product/Service Name
Kinsta
Service Type
Website Hosting
Status
Website
https://www.kinsta.com
Kitces.com
Product/Service Name
Kitces.com
Service Type
FinTech Resources
Status
Website
https://www.kitces.com
KnowBe4
Product/Service Name
KnowBe4
Service Type
Cybersecurity Awareness Training
Status
Website
https://www.knowbe4.com/
Koyfin
Product/Service Name
Koyfin
Service Type
Investment Data/Analytics
Status
Website
https://www.koyfin.com/
Kwanti
Product/Service Name
Kwanti
Service Type
Investment Data/Analytics
Status
Website
https://kwanti.com/
Labcorp
Product/Service Name
Labcorp
Service Type
Lab Services
Status
Website
https://www.labcorp.com/
Laser App
Product/Service Name
Laser App
Service Type
Forms Management
Status
Website
http://www.laserapp.com/
Laserfiche
Product/Service Name
Laserfiche
Service Type
Document Management
Status
Website
https://www.laserfiche.com/
LastPass
Product/Service Name
LastPass
Service Type
Password Manager
Status
Website
https://www.lastpass.com/
LaunchIT MSP
Product/Service Name
LaunchIT MSP
Service Type
Status
Website
Laxis
Product/Service Name
Laxis
Service Type
Digital Assistant
Status
Website
https://www.laxis.com/
Lead Pilot
Product/Service Name
Lead Pilot
Service Type
Digital Marketing
Status
Website
https://twentyoverten.com/lead-pilot
LeadSimple
Product/Service Name
LeadSimple
Service Type
Lead Generation
Status
Website
https://www.leadsimple.com
LegacyShield
Product/Service Name
LegacyShield
Service Type
Specialized Planning - Estate
Status
Website
https://www.legacyshield.com/
Legal & General America
Product/Service Name
Banner Life
Service Type
Life Insurance
Status
Website
https://www.lgamerica.com/
Legal Software Connection Inc.
Product/Service Name
Legal Software Connection Inc.
Service Type
Status
Website
Leimberg, LeClair & Lackner
Product/Service Name
NumberCruncher, QuickView
Service Type
Estate Planning Software, Software Vendor
Status
Website
https://leimberg.com
Libretto
Product/Service Name
Libretto
Service Type
Advisor Platform
Status
Website
https://libretto.io/
LifeArcPlan
Product/Service Name
LifeArcPlan
Service Type
Client Data Gathering
Status
Website
https://lifearcplan.com/
LifeSite
Product/Service Name
LifeSite
Service Type
Specialized Planning - Estate
Status
Website
https://www.lifesite.co/
Life Stage Insights
Product/Service Name
Life Stage Insights
Service Type
Behavior Assessments
Status
Website
https://www.lifestageinsights.com/
Lifeworks
Product/Service Name
Lifeworks
Service Type
Performance Reporting
Status
Website
https://lifeworksadvisors.com/
LifeYield
Product/Service Name
LifeYield
Service Type
Portfolio Rebalancing
Status
Website
https://www.lifeyield.com/
Limestone Pension Associates
Product/Service Name
Limestone Pension Associates
Service Type
Pension Planning
Status
Website
https://www.limestonepension.net/
Lincoln Archives
Product/Service Name
Lincoln Archives
Service Type
Document & File Destruction, Document Storage
Status
Website
https://lincolnarchives.com/
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