Our Sponsors: Driving Innovation in Banking & Finance
The 2025 NEXT Forum is coming to Philadelphia on October 8–9 at the Union League. This is a premier gathering of leaders in banking, investment, fintech, and innovation. Hosted by Travillian and Alden Investment Group, the Forum brings together executives and visionaries for two days of networking, insights, and forward-looking discussions.
This event would not be possible without the generous support of our sponsors, who are helping us build a platform where ideas meet opportunity. From global investment banks to cutting-edge fintechs, these partners represent the very best of the financial services industry, and we are proud to recognize their contributions to making the NEXT Forum a success.
Acumen
Acumen Financial Advantage creates customized financial strategies serving a variety of mission-driven organizations, including community banks, credit unions, healthcare providers, and more.
Ambassador Financial Group
Ambassador Financial Group is an investment banking and financial advisory firm serving community banks with expertise in balance sheet management, capital raising, and M&A advisory services.
Athena
Athena is an independent advisory firm providing tailored solutions in capital raising, mergers & acquisitions, and financial strategy for financial institutions.
BancAlliance
BancAlliance is an asset manager helping community banks access investment and loan portfolios tailored to meet return and risk objectives, backed by deep relationships and specialized expertise.
Bellecour Insurance
Bellecour is a captive insurance company that provides professional liability insurance for banks that are outstanding risk managers. Bellecour uses a captive structure to reward the outstanding banks with a 20-50% lower total cost of D&O insurance.
BitGo
BitGo, a pioneer in digital asset custody and financial services, provides institutional‑grade security, trading, and infrastructure for the digital economy.
Blanchard Consulting Group
Blanchard Consulting Group is an independent firm specializing in compensation consulting, surveys, and software solutions designed to help financial institutions attract, retain, and motivate top talent.
Derivative Path
Derivative Path, a leading provider of cloud‑based capital markets technology and advisory for rate, FX, and commodity derivatives, empowers clients with scalable, award‑winning tools.
Hovde Group
Hovde Group is a premier investment bank specializing in financial services, offering expertise in M&A advisory, capital markets, and strategic consulting for banks and thrifts nationwide.
Lincoln Financial Group
Lincoln Financial Group is a Fortune 200 company providing retirement, insurance, and wealth protection solutions, helping millions of Americans plan, protect, and retire with confidence.
MANTL
MANTL streamlines the future of banking with high‑performance, core‑agnostic account origination software, enabling institutions to open accounts across all channels quickly and efficiently.
Morrison Foerster
Morrison Foerster, a global law firm recognized for innovative solutions in banking, fintech, and financial regulation—helping clients navigate complex markets and legal challenges.
Performance Trust Capital Partners
Performance Trust Capital Partners, the largest independent full‑service investment bank for depository institutions, provides holistic advisory across balance sheet strategy, capital raising, M&A, and regulatory guidance.
Piper Sandler Companies
Piper Sandler Companies is a leading investment bank delivering tailored
debt capital solutions and strategic financing, with a strong record of
supporting financial institutions and non‑bank firms.
Securian Financial
Securian Financial provides insurance, investment, and retirement solutions that help families and businesses build secure, long-term financial futures.
Stephens
Stephens, a family‑owned financial services firm since 1933, delivering boutique‑scale investment banking, asset & wealth management, public finance, and insurance with enduring client connections and a legacy of stability.
Tailwind Business Ventures
Tailwind Business Ventures offers innovative portfolio management solutions that enable financial institutions to streamline operations, enhance efficiency, and manage growth with confidence.
Unit
Unit is a leading banking‑as‑a‑service platform that helps companies launch financial features like accounts, cards, payments, and lending quickly and securely.
WallachBeth
WallachBeth, is an institutional brokerage specializing in ETFs, equity trading, and options, delivering client‑first service and innovative execution strategies.
Wolf & Company
Since 1911, Wolf & Company has provided industry‑focused accounting, consulting, and risk management services, known for trusted partnerships and forward‑thinking expertise.