NFP Corp.

IHI Group is a professional services firm specializing in corporate client solutions. It offers a range of services including employee benefits, financial planning, and insurance strategies, primarily focused on health insurance. The company caters to the needs of corporations, small and medium-sized businesses, and individual clients, providing tailored financial and insurance advice.

Divergent Wealth Advisors is an independent registered investment advisor dedicated to providing holistic wealth management solutions and retirement planning for individuals and businesses. The firm specializes in comprehensive financial planning, employing collaborative strategies that encompass various aspects such as investment planning, debt management, and estate planning. By focusing on tailored approaches, Divergent Wealth Advisors aims to address the unique financial needs of its clients, ensuring a well-rounded and effective planning process.

David A. Marcus and Associates is a financial planning firm that offers a comprehensive suite of services tailored to meet the evolving needs of individuals and businesses. The company specializes in insurance brokerage and consultancy, providing products such as disability income, estate planning, retirement planning, and wealth transfer solutions. Additionally, it conducts individualized insurance audits and offers life settlement solutions, ensuring that clients receive personalized and effective financial strategies. By addressing the diverse requirements of individuals, families, and corporate entities, David A. Marcus and Associates aims to facilitate informed decision-making and secure financial futures for its clients.

Founded in Toronto, Canada in 2001, Newport Private Wealth is a boutique investment manager specializing in wealth management for high net worth individuals and families. The firm offers tailored portfolios, investing across global public equity, fixed income, real estate, private equity, and alternative markets. Newport aims to provide unbiased advice, access to top managers, true diversification, and innovative solutions.

Simon Shirley Advisors is a financial advisory firm that offers a range of services to private individuals, domestic businesses, and multinational corporations. The company specializes in financial planning, pension planning, health insurance, wellness programs, and death and disability insurance. By providing tailored financial guidance and resources, Simon Shirley Advisors aims to equip clients with the tools and knowledge necessary to achieve financial security and overall wellness.

AFS Advisors is an investment advisory service for individuals, corporations, and business entities.

Harness Wealth is a pioneering wealth management platform designed for entrepreneurs and investors. It combines innovative technology with expert advisory services, providing personalized financial advice and solutions tailored to help users build and manage their wealth effectively.

Pension Advisors is an independent investment advisory firm based in Cleveland, Ohio, specializing in the retirement industry. The firm offers a comprehensive range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. By focusing on the nuances of the retirement landscape, Pension Advisors helps clients navigate the complexities of plan products, investment options, fees, and contracts. The firm is dedicated to providing ongoing support and proactive service, ensuring that clients receive tailored advice and assistance throughout the retirement process. Through its commitment to education and service, Pension Advisors aims to enhance clients' understanding of the retirement sector and improve their overall financial well-being.

Ernest R. Shaw Limited, founded in 1964 and based in London, United Kingdom, is an independent insurance brokerage firm that serves both commercial and private sectors. The company provides a range of financial advisory services, including personal financial planning, wealth development, and tax planning related to inheritance, capital gains, and income. In addition, it offers guidance on restructuring financial arrangements and manages various employee benefit packages such as pensions, risk benefits, and health care schemes. Ernest R. Shaw also specializes in property and casualty insurance, including commercial combined business insurance, computer insurance, and cyber liability insurance. The firm is a subsidiary of NFP Corp as of September 1, 2020.

WealthTech is a digital finance company that specializes in developing innovative technology for financial planning and wealth management. Founded by industry veterans with extensive experience in financial services, WealthTech's platform offers personalized and client-focused financial solutions at scale. The company's flagship product, the fGPS financial goal positioning system, provides hyper-customizable and scalable guidance, allowing users to navigate their financial decisions effectively. This system encompasses a broad range of financial aspects, including goal formulation, budget management, liquidity management, credit and financing choices, investment allocations, and risk management. By reshaping the personal finance landscape, WealthTech enables its partners to significantly enhance their capabilities and extend their reach, ultimately empowering individuals and households to make informed financial decisions tailored to their unique situations.

401kplans.com aims to leverage technology to enhance efficiency and transparency within the small retirement plan distribution sector. Its platform facilitates collaboration among financial advisors, third-party administrators, providers, and investment managers, enabling real-time data access for improved decision-making.

Cambridge Consulting Group, LLC is a full-service consulting firm based in Royal Oak, Michigan, specializing in insurance and financial services. Founded in 1985, the company offers a comprehensive range of services, including risk management, qualified plans, and wealth strategies. Its expertise encompasses the design and administration of employee benefit plans such as health, dental, vision, and life insurance, along with prescription drug coverage and various disability options. Cambridge Consulting Group also provides estate planning, asset management, and business succession planning, catering to individuals, families, corporations, and businesses. The firm focuses on delivering customized solutions that protect the financial future of its clients and their loved ones. In 2007, it changed its name from Cambridge Financial Services, Inc. and currently operates as a subsidiary of NFP Corp.

Tomorrow Ideas, Inc. is a company focused on safeguarding families' financial futures through its innovative application. The app offers essential features such as a last will and testament, information on state laws, a revocable living trust, and guardianship arrangements for children and pets. Additionally, it provides tools for calculating net worth and life insurance needs, along with a comparison of term life insurance options and a complimentary insurance policy. Founded in 2015 and headquartered in Seattle, Washington, Tomorrow Ideas ensures its application is accessible on both iOS and Android devices, making it convenient for users to manage their financial planning.

SST Benefits Consulting & Insurance Services, Inc. specializes in providing consulting services for retirement plans and post-employment health savings accounts, primarily to public sector entities. Established in 1982 and based in El Dorado Hills, California, the company offers expertise in deferred compensation, defined contribution plans, tax-sheltered accounts, and voluntary employee beneficiary associations. SST Benefits emphasizes a client-centered approach, ensuring that their services align with the unique goals and decision-making methods of their clients. The consulting team at SST is recognized for its extensive experience in the defined contribution and deferred compensation marketplace, allowing the firm to deliver customized solutions based on best practices and current market conditions. Additionally, SST Benefits maintains a strong commitment to transparency by severing ties with providers to avoid conflicts of interest, ensuring that their recommendations are impartial and focused on the best outcomes for plan participants. As of 2016, SST operates as a subsidiary of NFP Corp.

First West is a full service benefits insurance broker and consultant specializing in group health plans with additional offerings in corporate retirement products, ancillary benefits and human resources solutions, as well as individual wealth management. The firm is based in Orem, UT, with a second office in Salt Lake City.