Resource Partners

We are independent – beholden to no corporate interference – as we marshal on behalf of our clients best-in-class support from Dynasty Financial Partners and other industry experts.

Keebeck Wealth Management is empowered by Dynasty’s fully customizable platform, accessing a full array of investment research, consulting, and proprietary analytical tools that enable us to offer our clients more efficient, cost-effective and comprehensive services. We receive end-to-end support from Dynasty’s team of proven investment and business managers. Dynasty’s relationships with the world’s leading custodians, portfolio managers, research firms and other providers allow us to focus on our clients objectively and with full transparency.

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Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $750 billion of assets on the Addepar platform.

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Pershing LLC has been a leading global provider of financial business solutions for over 75 years. They currently serve more than 1,500 clients worldwide, including many of the world’s most respected financial organizations. A BNY Mellon Company, Pershing has custody of $1.5 trillion in global client assets and net capital of approximately $2.0 billion.

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eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience.

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Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.

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