Affinity Partners

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Cannon Schools

Cannon serves as the sole provider of technical education in all areas of trust operations, investment management, compliance, audit and risk management.

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Wise Logo

WISE Insights

WISE is a Washington, D.C.-based research and advisory services firm using high-quality data analytics to provide wealth managers with customized insight into their business performance. Their team believes that wealth managers and trust companies deserve the type of high-quality data and insights that are increasingly common elsewhere in the economy—especially regarding growth, sales, pricing, staff productivity, and profitability.​

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Venminder Logo


Venminder is an innovative, customer-motivated company that is mission-driven to help solve the many challenges organizations face when managing risks from outsourcing to third parties. Venminder provides a dedicated platform to empower effective end-to-end lifecycle management and mitigation of third-party risks. Venminder creates long-term collaborative partnerships with their customers, providing implementation assistance, product and best practices training, ongoing support, access to expertise and more.

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