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CNB Custody provides custody services for alternative and traditional investments in Roth IRAs, Traditional IRAs and Simplified Employee Pension (SEP) plans as well as many types of non-qualified accounts. With 4 decades of experience, we’ve built a solid reputation on providing exceptional service, accuracy and competitive fees. Located in the heartland of America, we pride ourselves on delivering a level of customer care and dedication unmatched in the industry. We are known for our expertise, responsiveness and reliability.
Exchange Data International (EDI) is a leading global provider of financial data services, recognized for its commitment to high-quality, timely, and customizable information since its founding in 1994. Headquartered in London with a global workforce of 500 people, the firm serves institutional clients and financial service providers by sourcing data from over 700 market sources in 35 languages. EDI’s philosophy centers on a client-first approach, characterized by competitive pricing and a unique "flexible licensing" model that allows clients to own, rather than rent, their data. This commitment to transparency and flexibility has solidified its position as a trusted alternative to traditional data vendors, earning it multiple industry accolades, including the 2025 "Best Corporate Actions Data Provider" award for both Europe and the USA.
FactRight is recognized as the premier provider of credible perspective and expert advice for wealth managers navigating the complex landscape of alternative investments. The firm’s mission is to mitigate risk and increase transparency by rigorously investigating and explaining investment sponsors and their diverse product offerings. FactRight’s team of credentialed risk mitigation and investment professionals brings deep expertise to the due diligence process. By delivering unbiased, third-party assessments, the company empowers financial advisors—including broker-dealers and RIAs—to meet stringent compliance regulations and select alternative investments that align with their clients' risk profiles. This strategic partnership helps wealth managers build stronger, more valuable, and fully informed client relationships in an increasingly complex sector.
EFOGI, an acronym for Entrepreneurs Focused on Growth, is a premier event management and business growth firm dedicated to orchestrating transformative events that empower businesses and drive sustained momentum. Recognized on the 2025 Inc. 5000 list of the fastest-growing private companies in America, the firm specializes in serving the wealth management, financial, and entrepreneurial sectors. EFOGI operates under the core values of trust, service, and growth, positioning itself as a strategic partner that views events not merely as gatherings, but as essential tools for building brand awareness, fostering deep industry relationships, and achieving specific business objectives.
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