WAGN invests in and consults with financial services firms to grow revenue, expand margins, and increase enterprise value. We’re focused on helping independent advisors – and the best-in-class companies that serve them – accelerate growth and realize potential. Learn more at www.wagn.biz.

AiK2 Insurance Services offers business insurance exclusively for RIAs and their clients. Our simplified process has transformed the industry, making it easier than ever before to understand risk, review real-time solutions, and buy and manage policies in one place – ensuring complete, continuous, and cost-effective coverage. With combined expertise in wealth management, insurance, and technology, we can act as an exclusive broker to consolidate carriers, streamline billing, and protect an advisor’s most valuable asset – their firm.