VastAdvisor is the Governed AI Organic Growth OS for RIAs and enterprise wealth platforms. We transform client acquisition from fragmented, high-cost tactics into a systematic, data-driven engine—combining audience intelligence, campaign orchestration, and embedded compliance to deliver measurable growth, lower CAC, and a continuously improving competitive advantage.

Communify is a design-first engineering company delivering Financial AI, digital and data solutions to the global financial services industry. Its platform – powered by the Communify Knowledge Base and MIND™ AI – processes over 9 billion data requests daily for 150+ clients managing $20T+ in assets under management, serving firms across North America, Europe and Asia Pacific. Communify unifies the digital communication of market and client data to deliver intelligent insights and add mass value to investors and investment professionals. Its solutions span four segments: Intelligent Media, Intelligent Investor, Intelligent Advisor and Intelligent Manager – each built on the same trusted Knowledge Base, with MIND™ AI embedded by default. Communify gives financial institutions what they need to grow, retain and scale – delivering intelligence via Signals, Stories™, Scores, Intelligent Dialogues™ and Autonomous Decision Agents. Over 85% of US brokerage firms work with Communify today.

Conquest Planning is a financial planning software company enabling advice delivery across the entire wealth continuum. Powered by its proprietary AI expert system, Strategic Advice Manager (SAM), Conquest combines an auditable, deterministic calculation engine with intelligent features to help advisors build better plans, serve more clients and grow their practice.