Affinity Partners
Our Affinity Partners
Cannon Schools
Cannon serves as the sole provider of technical education in all areas of trust operations, investment management, compliance, audit and risk management.
Learn more
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.
Learn More
Venminder
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.
Learn MoreWhy be a partner?
Be the #1 choice for leaders in the trust wealth management industry! ATO members love choosing vendors who support those specializing in beneficiaries trusts, special needs trusts, family offices and more.
Become a partner.
All our affinity partners are ATO members. Join ATO today to become part of this elite group.
Become an affinity partner today
Want to support ATO another way?
Advertising is the perfect way to connect with ATO members. With multiple options and pricing, we have the perfect option for you.
Learn about the advertising options