Rooftop Partners Competitors

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

Empyrean Solutions empowers the dynamic CFO with a unified treasury, FP&A and analytics platform that brings ALM, liquidity, budgeting & planning, profitability, CECL, and behavioral modeling together in one modern ecosystem. With ongoing investments in advanced AI-driven automation, we help financial institutions of all sizes to move faster, operate more accurately, and scale with confidence. By centralizing data and delivering connected insights, Empyrean enables institutions to strengthen performance, ensure regulatory confidence, and better serve their stakeholders and communities.

Vertex Solutions is a human capital performance and learning technologies company. We have partnered with more than 80 federal agencies and hundreds of commercial organizations to ensure sustainable success through end-to-end, technology-enabled learning and development solutions. Our customized, scalable services have been deployed across a range of functions, levels, and geographies for more than 25 years. Vertex Solutions understands the entire learning system and how to incorporate innovative methods and technologies to improve training effectiveness while reducing overall costs. We help our clients successfully deploy new business processes to enhance learning programs, develop customized learning content that aligns with organizational goals, implement new performance technology systems, and boost training program adoption through targeted communications strategies. Vertex Solutions is a technology provider focused on improving performance with learning technology, including Extended Reality (XR) systems integration, 3D modeling, Simulation, Animation, and pilot training. Vertex is the preferred vendor for helping individuals learn faster, recall longer, and perform better in their jobs.