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Ameriprise Financial Services

Title Partner
For more than 125 years, Ameriprise has been committed to putting our clients’ needs first. Our advisors develop ongoing one-to-one relationships and take time to understand what’s truly important to clients and their families. We offer a comprehensive approach to financial planning that ensures our clients feel confident, connected and in control of their financial life. Our core values have helped us keep our clients on track through panics, recessions, the Great Depression and the more recent Great Recession. We’re proud to have honored every financial obligation made to our clients. From our perspective, earning our clients’ trust is a job we have to perform each and every day. Helping people thrive is something we enjoy. We actively support the communities in which we work and live by collaborating with nonprofits, awarding grants, and supporting volunteerism. In fact, since 2009, Ameriprise employees, advisors and clients have provided more than 115 million meals and more than 378,000 volunteer hours to support Feeding America and other hunger-relief organizations nationwide.1 By helping individuals and families struggling with hunger and homelessness, we’re engaged with others in the collaborative effort to build stronger communities. As we look ahead, we’re optimistic about what the future will bring. We’re more prepared than ever to serve our clients with the latest digital tools to provide secure account access from the convenience of their connected devices. Smart technologies keep evolving to allow better tracking and viewing of account performance and financial goals. This, we believe, will improve communication and collaboration between clients and their advisors, leading ultimately to a greater certainty of every client reaching their financial goals. Over the years, our success in helping people achieve their financial goals with personalized advice has helped us grow into a longstanding leader in financial planning and advice. To learn more, visit or call 800.770.5092. Listed on the New York Stock Exchange: AMP Ranked #253 on FORTUNE 500®2 Serving more than 2 million individual, business and institutional clients3 Assets totaling more than $1.2 trillion under management and administration4 32nd largest global asset manager5 1 Company data – 2023 Responsible Business Report 2 FORTUNE Magazine, Fortune 500 ranking published June 2022 us based on 2021 total revenue 3 Company Reports 4 Company data, as of Q4 2022 5 Pensions & Investments/Thinking Ahead Institute World 500: World’s largest money managers – Oct. 17, 2022 issue. Data as of Dec. 31, 2021. Ameriprise Financial provides financial services without regard to religious affiliation or cultural background. Ameriprise Financial is not affiliated with Kingdom Advisors, Inc. or any particular religion, faith or creed. Ameriprise Financial welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without any regard to any religious affiliations. Ameriprise Financial cannot guarantee future financial results. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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Blue Trust

Title Partner
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $14.5 billion in assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to 10,000 clients across the wealth spectrum in all 50 states. As of 6/30/23 and subject to change.

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Crossmark Global Investments

Title Partner
Crossmark Global Investments is a faith-based firm that creates, manages, and distributes values-based investment strategies that equip financial intermediaries and their clients to align their wealth with their passions and convictions. For over 30 years, the firm has delivered uniquely constructed products based on its proprietary, disciplined, and repeatable process. Founded in 1987, the firm is headquartered in Houston, Texas. For more information visit:

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Eventide Asset Management

Title Partner
Eventide Asset Management, LLC, is a Boston-based investment adviser pursuing “investing that makes the world rejoice.®” Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by seeking to provide high-performing investments that we believe create compelling value for the global common good.

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Garden City Equity

Title Partner
Garden City Equity is a people-first holding company buying exceptional blue & white collar service businesses.

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GuideStone Funds

Title Partner
With more than $13 billion in assets under management, GuideStone Funds is the nation’s largest Christian-screened mutual fund family. Built on the foundation of integrity and excellence, we provide award-winning investment options for individuals and institutions who want industry-leading performance without compromising their values.

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Inspire Investing

Title Partner
Inspire Investing is the largest provider of faith-based ETFs, offering a unique approach through our Inspire Impact Score™ methodology. This objective, rules-based scoring system rates companies based on their alignment with biblical values and the degree to which they operate as blessings to their customers, communities, workforce, and the world. Inspire ETFs empower advisors to ensure alignment with the beliefs of their faith-based investors and make a meaningful impact in both the culture and the world through Inspire's corporate engagement efforts and giving initiatives.

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LifeWise Academy

Title Partner
LifeWise Academy is a Released Time Religious Instruction (RTRI) program which provides Bible-based character education to public school students. Under RTRI laws, students can be released from public school during the school day to attend religious classes, provided the program is off school property, privately funded and parent-permitted.

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National Christian Foundation

Title Partner
At the National Christian Foundation (NCF), we know your clients want to be good stewards of all God has entrusted to them. That’s why we come alongside you with shared biblical values, innovative charitable solutions, and highly personalized service so you can help them give more strategically and with greater purpose. Since 1982, generous givers at NCF have mobilized more than $15 billion for 71,000 churches, ministries, and charities. If you and your clients are looking for a trusted Christian giving and granting partner, let’s start a conversation today. Connect with an NCF Team near you at

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Title Partner
OneAscent is a family of Kingdom-minded companies committed to delivering values-based financial solutions to advisors and investors. OneAscent Financial Services, OneAscent Investment Solutions, OneAscent Wealth Management, and OneAscent Family Offices each offer a comprehensive suite of faith-driven strategies and solutions designed to help advisors, investors, and stewards live aligned with what they value most. OneAscent Financial Services provides a platform for faith-driven financial advisors who desire to be a part of something bigger than themselves. Our values-aligned, Kingdom-driven solutions allow advisors to gain freedom, stimulate growth, and amplify their impact. OneAscent Investment Solutions empowers investors to align their wealth with their values by developing investment solutions designed to help them reach their financial goals. Our broad suite of investment solutions includes turnkey models, individual sleeves, exchange-traded funds, direct indexing sleeves, and target date funds that combine a disciplined investment process and a commitment to values-based investing. OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives. Our advisors translate clients' unique personal needs into a customized strategy. Our comprehensive suite of solutions helps clients align their planning, investment, and stewardship decisions with what they value most. OneAscent Family Offices joyfully empowers stewards to live, give, and invest well to impact generations for the glory of God. Our mission is to provide families the services and knowledge to protect and enhance wealth, pursue stewardship, ensure generational security, and bolster Kingdom impact. OneAscent’s business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources. In these areas, we strive for clarity, communication, and unity. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States.

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Sherman Portfolios

Title Partner
Founded in 1999, research firm Sherman Portfolios has become the nation’s largest provider of tactical asset allocation strategies managed according to Biblically Responsible Investing principles. Sherman manages 24 diversified blended tactical portfolios and 51 unique portfolio strategies including tactical, alternatives, and hedge-fund-lite strategies, as well as passive and active strategies.

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Ave Maria Mutual Funds

Platinum Partner
We are America’s largest Catholic-oriented mutual fund family. Ave Maria Mutual Funds are designed specifically for serious long-term investors who want to practice morally responsible investing. Our pro-life and pro-family approach eliminates companies that conflict with teachings of the Catholic Church. The Fund family consists of six diversified funds. Smart Investing and Catholic Values.

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Compass Financial Ministry

Platinum Partner
Compass helps people worldwide to know Christ more intimately through alignment to God's will with 100% of their finances. We teach what the Bible says about money, nothing less, and encourage people to discover God’s truth and experience life change, together.

DLP Real Estate Capital

Platinum Partner
DLP Capital is a private, diversified real estate investment firm investing for a higher purpose, focused on creating paths to prosperity through the creation and preservation of rental communities that offer families affordable rents and the opportunity to lead meaningful lives with deep relationships and connections with family, friends, and God. With over $5 billion of assets under management, DLP Capital has been on the Inc. 5000 list of “Fastest Growing Private Companies in America” for 11 consecutive years. Our current offerings include four evergreen real estate funds (including REITs) targeting regular passive income and double-digit annual returns for investors.

Edward Jones

Platinum Partner
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 19,000 financial advisors serve more than 8 million clients with a total of $1.9 trillion in client assets under care at the end of December 2023. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society.

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EverSource Wealth Advisors

Platinum Partner
EverSource Wealth Advisors® is an RIA platform that equips faith-driven advisors to serve their clients with excellence, grow their business, and experience the benefits of a culture and community aligned with their values. Currently managing $2.8 billion in investment assets, EverSource provides support for independent wealth managers across the country. Advisors affiliated with EverSource benefit from a wide range of institutional-quality funds for impact investing and faith-integrated strategies.

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First Trust Portfolios

Platinum Partner
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively "First Trust") were established in 1991 with a mission to offer investors a better way to invest. At First Trust, we are single-minded about providing trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. As of December 30, 2022, First Trust offers over 190 ETFs, has approximately $190.452 Billion in assets under management or supervision, and is the 6th largest ETF provider in the U.S.

LifeCamp USA

Platinum Partner
LifeCampUSA seeks to mentor middle school-aged young men who have lost their fathers due to US Military, Law Enforcement, or First Responder Service. At a critical and formative stage of establishing identity, values, character, and goals, these sons are left to navigate life without the crucial aid of a father. Whether their father was killed in the line of duty, a training accident, or suicide, we seek to walk alongside these young men to guide them where they are now, in life’s toughest moments and beyond. While we understand that we will never be able to replace their father in the home, we can show them that their heavenly Father will always be with them.

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Praxis Mutual Funds

Platinum Partner
Guided by faith values, we make a positive impact on the world. Our core values embrace a wide range of social concerns our Christian faith calls us to consider - as well as traditional, prudent, financial considerations. Our values provide a consistent standard for current and future investments. Praxis Mutual Funds are advised by Everence Capital Management and distributed through Foreside Financial Services, LLC, member FINRA.

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Sovereign`s Capital

Platinum Partner
Sovereign's Capital invests in companies led by faith-driven CEOs that are building exceptional cultures that enable their employees to flourish. We believe that incredible cultures attract and retain the best talent, and companies with the best talent outperform their peers. We have investment funds available across multiple asset classes, including: Public Equity (ETF), Private Equity, Venture Capital, Real Estate, and a Fund of Private Equity and Venture Capital Funds.

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Vident Asset Management

Platinum Partner
Vident Asset Management (Vident), an institutional asset management firm and specialized exposure and solutions provider, leverages its expert thinking, financial and operational capability, and execution performance to serve a diverse set of client partners. The firm's experienced and forward-looking team is adept in designing bespoke solutions across various asset classes, product structures, and distribution channels. With over 130 investment ideas brought to life in the past decade, Vident relies on its experts for researching, creating reliable data sets, building comprehensive methodologies, automating scalable processes, and leveraging strategic partnerships. Upholding its core values of accumulated knowledge, financial and operational expertise, and entrepreneurial spirit, Vident is dedicated to bringing clients' investment ideas life.

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Water Mission

Platinum Partner
Water Mission is a Christian engineering nonprofit that builds sustainable safe water solutions for people in developing countries, refugee camps, and disaster areas. Since 2001, Water Mission has served more than 8 million people in 60 countries, sharing safe water and the message of God’s love. Water Mission’s global headquarters is in North Charleston, SC, and the organization has more than 400 staff members based in Africa; Asia; and North, South, and Central America. Charity Navigator has awarded Water Mission its top four-star rating 17 years in a row, a distinction shared by only 1% of the charities rated by the organization. To learn more, visit

Brightwell Capital Partners

Gold Partner
Brightwell is a solar capital partner whose mission is to unlock the generosity of impact investors to change our communities. Brightwell provides a unique, low-risk tax equity investment that enables your clients to impact the organizations and causes they care most about. By optimizing the use of financial capital through existing solar tax credits and incentives, we are working to ensure a lasting impact for decades and generations to come.

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C12 Business Forums

Gold Partner
C12 operates peer advisory groups for Christian business owners, CEOs, entrepreneurs, and their executives. With forums in over 150 cities facilitated by 170+ full-time Chairs, C12 serves over 4,000 members across the United States, Brazil, Malaysia, Singapore, South Africa, and Taiwan. With a mission to "equip Christian CEOs and owners to build great businesses for a greater purpose," C12 is a global community of results-minded leaders seeking to approach stewardship with a "Business-as-a-Ministry" (#BaaM) paradigm.


Camelot Portfolios

Gold Partner
Camelot is a family of Advisor Solutions companies that have been established to fulfill a vision for delivering excellence in the investment community. Through a diverse team of experts, we offer solutions for advisors in the areas of investment management, succession and continuation, and biblically responsible mutual funds. Our companies were designed for three specific purposes: Client Impact, Advisor Impact, and Kingdom Impact.

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CFD Companies

Gold Partner
Through 40 years of service, the CFD Companies have held steadfast to the truth that a person’s needs are best served by the adviser in whom they have placed their trust. This commitment is demonstrated by providing advisers with a broker/dealer and RIA that protects independence, while delivering exceptional service and ever-expanding support. The grace and love of Christ is demonstrated through our actions, and the CFD Companies were founded on the principle that everyone deserves to be treated in a Christ-like manner. Partnered with our adviser family, we look forward to spreading that hope in financial services for 40 more years and beyond.

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Eventide Center for Faith and Investing

Gold Partner
The Eventide Center for Faith and Investing is an educational initiative of Eventide Asset Management, LLC, which educates individual investors and financial advisors on a biblical approach to investing. Through our journal, podcast, and courses, we explore God's story for investing and what that means for our investment practice today.

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Faith Investor Services

Gold Partner
Faith Investor Services strives to align investor portfolios with their religious values. We are an ETF platform that partners with the most well-known and established Faith Based investment managers in the industry to issue ETFs. Our first fund is the Knights of Columbus Global Belief ETF and managed by the Knights of Columbus Asset Advisors.

ICM the Global Church Developer

Gold Partner
To achieve our vision of a healthy church within walking distance of everyone in the world, ICM works in partnership with nearly 300 indigenous church planting movements in over 100 countries around the globe to provide physical infrastructure to support worship and ministry as well as bible-based discipleship content in nearly 70 languages to support spiritual growth and health. As a result of these partnerships, ICM has been involved in nearly 15,000 church development projects resulting in church buildings housing growing, healthy fellowships of believers who have planted an additional 50,000 church plants.

International Justice Mission

Gold Partner
There are millions of individuals living today whose lives are currently on a trajectory toward violence- it does not have to be that way. IJM’s mission is to protect people in poverty from violence by rescuing victims, bringing criminals to justice, restoring survivors to safety and strength, and helping local law enforcement build a safe future that lasts. The vision is to rescue millions, protect half a billion and make justice unstoppable.

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LPL Financial

Gold Partner
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served over $1 trillion in advisory and brokerage assets. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 21,000 independent financial advisors and over 800 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL is honored to partner with Kingdom Advisors.

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Gold Partner
Medi-Share is a Christian health care bill-sharing program that provides an affordable alternative to health insurance. The Medi-Share program operates on a cost-sharing model, enabling members to share agreed-upon medical expenses with each other. Medi-Share is based on Biblical stewardship and responsibility---to God and each other. Medi-Share is the leading health care sharing ministry in the nation and provides a health care experience our members say “is better”. That’s one of the reasons our NPS (Net Promoter Score) of 45 is more than two times higher than the avg. health insurance organization. Medi-Share serves over 400,000 members (individuals, ministries, faith based non-profits and small businesses) in all 50 states and is a 501c3 non-profit health care sharing ministry. Since 1993, Medi-Share has shared more than $3 billion of medical expenses, has an A+ Rating from the Better Business Bureau and a 98% customer satisfaction rating.

Pinnacle Private Ventures, LLC

Gold Partner
Pinnacle Private Ventures (PPV) provides comprehensive access to, and management of, private investments for institutions, family offices, and individuals. Birthed from a Single Family Office, PPV has built a customizable platform focused entirely on private investment opportunities.

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Prison Fellowship

Gold Partner
Prison Fellowship® is the nation’s largest Christian nonprofit serving prisoners, former prisoners, and their families, and a leading advocate for criminal justice reform. The organization was founded in 1976 by Charles Colson, a former aide to President Nixon who served seven months in federal prison for a Watergate-related crime. Through an awakening to new hope and life purpose, Prison Fellowships helps those who once broke the law be transformed and mobilized to serve their community, replacing the cycle of crime with a cycle of renewal.

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Sawtooth Valuation Advisory

Gold Partner
Sawtooth Valuation Advisory LLC delivers financial and valuation insights to owner-operated and family-owned businesses in transaction advisory, tax compliance/planning and financial reporting contexts. We serve clients nationwide and across a variety of industries.

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Timothy Partners, LTD

Gold Partner
Timothy Plan exists to promote biblically responsible investing. Our foundational principle of investing is that God owns everything. This is why our thirteen funds take a pro-life, pro-family approach to investing—not only to benefit the investor but the broader culture. We are firmly committed to running a mutual fund and ETF company with the integrity, excellence, and wisdom that brings honor and glory to our Lord Jesus.

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Silver Partner
A comprehensive wealth strategy includes insurance solutions, but most fee only advisors aren't able to keep up with all the insurance strategies available. At AdvisorServe, we work with you to offer solutions that fit your plans, so you can objectively meet your clients’ goals. We operate as your free, in-house virtual insurance department. We operate behind the scenes, providing you with all the tools and education you need to confidently serve as your client's key resource for insurance planning.

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Arkos Global Advisors

Silver Partner
At Arkos, we are seeking to build the ideal, God-honoring wealth management company. We are one firm of aligned advisors, who are passionate about helping families thrive across generations. We serve high-capacity families with complete representation and help them connect their wealth with their values.

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Barnabas Foundation

Silver Partner
Since 1976, Barnabas Foundation has helped thousands of generous Christians transfer their wealth in ways that honor God, provide for their families and support the causes close to their hearts. To learn more, visit or call 888.448.3040.

Blue Vault

Silver Partner
Founded in 2009, Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices and select the offerings best suited for their clients. We are committed to providing access to valuable performance information that was once stored only deep inside financial statements and filings, and often difficult to obtain. Through Blue Vault, wealth advisors gain access to in-depth research on nontraded REITs, nontraded BDCs, interval funds, tender offer funds, preferred shares and a growing number of private securities offerings by means of reports and a searchable alts offerings database.

Charityvest, Inc.

Silver Partner
Charityvest is a fintech company making charitable giving more streamlined & engaging through modern donor-advised funds. We partner with advisors to launch custom, white-labeled DAF programs that are fully automated. Together, we engage clients with purposeful giving without hassle for anyone.

Covenant Coaching and Consulting

Silver Partner
Covenant Coaching and Consulting guides our clients through the process of identifying their ideal practice, provides resources to improve their efficiencies, and prepares them to maximize the value of their practice when the time to transition arrives, whether that is expected or unexpected.

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Gospel Patrons

Silver Partner
Gospel Patrons is a non-profit with a mission to inspire and empower a generation of Gospel Patrons. We hope to fuel great movements of God around the world by helping men & women, gifted in business and leaders in the marketplace, to passionately play their part in God's Kingdom.

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Helping Hands Ministries

Silver Partner
Difficult times, rising medical costs, natural disasters, and other problems today have created a world of needs all around us like never before. You want to help when you learn about a cancer patient fighting for her life who can't afford the treatment, or a young widow left unexpectedly to care for her family on her own. But often, you don't know how. That's were Helping Hands Ministries comes in. Helping Hands makes it easy to meet the pressing needs of individuals God places in your path, quickly and in a tax effective manner……and anonymously if you choose. Give well, with joy and confidence knowing you have made a difference in someones life. When you hear of someone in need, give us a call. We're here with Helping Hands. (tel) 706.754.6884 (web)

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Hodges Capital Management, Inc.

Silver Partner
Hodges Capital is an investment advisory firm located in Dallas Texas managing assets for institutions, endowments, family offices, and individuals. Hodges Capital, founded by Don and Craig Hodges, has been in the investment business for 30 years and is an advisor to five mutual funds and strategies.


Silver Partner
Holistiplan is an award-winning tax planning solution that provides advisors with a quick and efficient way to provide tax efficient strategies to their clients. Our software uses OCR technology to read in a client's 1040 in less than a minute and provide actionable, deliverable ways to improve a client's tax situation both now and in the future. The tool allows advisors to model current and future strategies, as well as provide sleek client deliverables for many common strategies.

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Made to Flourish

Silver Partner
Made to Flourish helps you close the Sunday to Monday gap through the free box, Common Good magazine, church practicums, and the pastoral residency accelerator. We work with pastors and churches to weave concepts of work and economic wisdom into every church's culture and activities so that Christians are known for helping workplaces thrive and communities flourish.

Moneytree Software

Silver Partner
Moneytree is the premier financial planning software for independent, fee-based advisors who want to run a business built on trust and confidence. As the recognized leader in technical accuracy and calculation, Moneytree is the comprehensive software you can depend on to craft decisive, actionable plans that help facilitate financial freedom and empower retirement success. Moneytree’s simple and transparent reporting system shows its math and communicates it in a way that your clients can easily understand. That way they know exactly what you are doing for them and why.

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Nitrogen Wealth

Silver Partner
Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly. To learn more, visit

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Ron Blue Institute

Silver Partner
The Ron Blue Institute (RBI) exists to equip Christians to make financial decisions in a way that demonstrates their faith and trust in God and His eternal promises. The primary way RBI does this is through partnering with like-minded with Christian organizations and institutions. RBI is creating easy access and deeply reflective engagement with Ron Blue’s biblically based advice and resources through the Certified Financial Planning Certification integrated with the Kingdom Advisors Certification, Biblical Stewardship High School Programs, NEXUS Financial Discipleship Centers, RBI Center Schools, and many more programs and resources. Ron Blue believes “God’s Word speaks authoritatively and timelessly to all financial planning and decision making, providing us with wisdom for the process and principles for the decision. RBI seeks to be a thought leader with great influence committed to changing the way Christians think, act, and communicate about financial stewardship empowering the Church and changing the world by teaching that Jesus Christ is the source of all wisdom.

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Smead Capital Management

Silver Partner
At Smead Capital Management, we are stock market investors. Our investors are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failure through a low-turnover, differentiated value discipline seeking wonderful companies to build wealth.

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Stillwater Capital M and A Advisors

Silver Partner
Stillwater Capital M&A Advisors specializes in selling mid-market businesses. We sell businesses through a proprietary confidential auction process that has consistently generated outstanding results for every client. We create results with significantly increased selling prices with reduced transaction timelines and minimal disruption. We have completed over 100 transactions. We are North America's largest Kingdom-based Investment Bank with 25 of the world's best M&A professionals in Toronto and Atlanta, all with a deep passion for Christ. We bring biblical wisdom, insights, and integrity to life in every encounter and every action. We have served all of North America for over 20 years.

Thrivent Asset Management

Silver Partner
Thrivent Asset Management, LLC (TAM) is a subsidiary of Thrivent and investment advisor for Thrivent Funds. TAM offers mutual funds, ETF's and Faith Based Managed Models.

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Silver Partner
TIFIN Give is an intelligent platform that empowers wealth management firms and employers to become an integral part of the charitable planning process. The intelligent, easy-to-use platform allows wealth enterprises to position themselves at the center of clients’ philanthropic planning like never before, driving multi-generational charitable impact and providing key tax benefits.


Silver Partner
VRGL helps financial advisors accelerate the Client Acquisition and Proposal Management process (“CAPM”) by providing automated statement extraction, powerful 5 Pillar Analytics, and fully customizable proposal generation capabilities. Our proprietary technology enables advisors to offload the cumbersome process of manually extracting data while streamlining and accelerating the client acquisition and decision-making process - all so advisors can expedite time to revenue by up to 50% with a 25% or more increase in initial check size.

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Wallick Investments

Silver Partner
Wallick Investments, LLC, a fee-only RIA firm specializing in faith- and factor-based separate account management since 2005, now offers the WI Fidelis Multi-Cap Multi-Factor Index (Fidelis 100) based on our WI Fidelis SMA composite strategy with 10-year Morningstar® performance. Fidelis 100 Index based products with replication mandates: Inspire Fidelis Multi-Factor ETF (NYSE: FDLS) and First Trust Direct Indexing. 100 Index performance and licensing information is available at

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Silver Partner
For 40 years, WaterStone has assisted givers and their advisors by crafting customized, innovative giving strategies, no matter how complex or unique, that help individuals minimize taxes and maximize the impact of giving to their favorite charities. Our strategists stand ready to create Personalized Charitable Plans utilizing Business Interests, Real Estate, Appreciated Assets, Charitable Trusts, Giving Funds and more. Find out how to give and receive the most from complex assets with WaterStone.

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Wycliffe Bible Translators Foundation

Silver Partner
God is transforming lives through his Word so people from every nation and language can have a personal relationship with him. However, there are still thousands of language groups and millions of people who do not have any Scripture in a language that speaks directly to their heart. Wycliffe Foundation was formed in 2002 to help fund Vision 2025 - Wycliffe's mission to see a Bible translation program in progress in every language still needing one by the year 2025. At the Wycliffe Foundation, we provide professional, donor-centered gift-planning services to help people use their God-given assets to impact his kingdom through Bible translation.

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Silver Partner
YourStake provides Wealth and Asset Managers with tools to take their clients through a values-aligned investment journey, and is an independent Public Benefit Corporation with a core commitment to make values-aligned investing personalized, explainable, and transparent.

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CNC Foundation

Partner Setup