Sponsorship

eMoney would like to thank our sponsors for their partnership and support in making the Summit an event highly valued by our attendees.

Empower Your Brand and Connect with Engaged Financial Professionals!

Imagine reaching over 1,500 financial professionals—advisors, planners, and leaders—eagerly seeking solutions and insights for their businesses. The 2024 eMoney Summit, our virtual three-day event, offers just that.

As a sponsor, you’ll have ample opportunities to showcase your expertise, unveil your latest products, and establish meaningful relationships with decision-makers eager to exchange ideas, earn continuing education, and talk with solution providers.

- Increase brand exposure among RIAs, broker-dealers, banks, and insurance companies.
- Gain recognition with an opportunity to present breakout session(s) during a prime spot in the agenda (CE eligible options).
- Customize a virtual booth with 1:1 or group chat.
- Track engagement from booth activity and content with access to lead reports.
- Build business relationships by connecting with non-competing businesses, giving you opportunities for collaboration in the future.

Fidelity

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.  Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates across the United States, Ireland, and India.

Fidelity Charitable

Fidelity Charitable’s mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. With more than 320k donors, FC is the nation’s largest grantmaker. In 2023, FC donors recommended more than 2.3M grants totaling a record $11.8B to nearly 200k charitable organizations.

Allianz

Allianz Life Insurance Company of North America, one of the Ethisphere World’s Most Ethical Companies®, has been trusted since 1896 to help millions of Americans prepare for financial uncertainties and retirement with a variety of innovative risk management solutions. In 2023, Allianz Life provided additional value to its policyholders via distributions of more than $13.73 billion. As a leading provider of fixed index annuities, registered index-linked annuities, and fixed index universal life insurance, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 157,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.

MaxMyInterest

MaxMyInterest (Max), a service of Six Trees Capital LLC, offers intelligent cash management solutions for individuals and financial advisors that enable individual investors to earn dramatically higher yields on cash. Max’s patented technology helps clients reallocate funds among their checking and high-yield savings accounts to earn the highest yield while keeping their funds safe in their own FDIC-insured bank accounts. Today, Max members can access rates up to 5.50% on FDIC-insured deposits, compared to the national savings average of 0.46%.

Nationwide

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities, mutual funds and ETFs; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com. Follow us on Facebook and Twitter.This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional.

Finteract

Finteract is a members-only community for financial services professionals that allows you to stay connected to your peers where and when you need them. Join to access exclusive events, exchange ideas, and develop skills to drive your business forward.

Flourish

Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform supports more than $5 billion in assets under custody and is used by more than 800 wealth management firms representing more than $2 trillion in assets under management. Flourish is wholly-owned by Massachusetts Mutual Life Insurance Company (MassMutual). For more information, visit www.flourish.com.

Vanilla

Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering modern, scalable estate analysis and on-demand trust creation to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.

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