Investments and Wealth Institute
The professional education and credentialing body for advanced financial advisors, granting the CIMA and CPWA certifications.
Peer societies
Five societies Investments and Wealth Institute is read alongside.
CFPBS
Certified Financial Planner Board of Standards
The standards-setting and certifying body for the CFP mark in the United States, defining education…
18 companies named
ACFS
The American College of Financial Services
A nonprofit college that has served for nearly a century as the credentialing engine of financial services…
16 companies named
CI
CFA Institute
A global not-for-profit that administers the CFA charter and specialized certificates, sets industry…
CAIAA
Chartered Alternative Investment Analyst Association
The global body that grants the CAIA designation, the professional standard for expertise in alternative…
FPA
Financial Planning Association
The membership community for CFP professionals and the broader financial planning field, built around…
47 companies named
Who backs IWI
Every company Investments and Wealth Institute names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.
| Company | Support as published | Also named by |
|---|---|---|
| charles-schwab-logo-png | Corporate partner | CFPBS FSI GAC GPC IAA +3 |
| prudential-logo | Corporate partner | AIP FSI IS IRI NJCC +3 |
| invesco_rs-logo | Corporate partner | AFP FSI IFEBP NAGDC |
| capital-group-american-funds-logo | Corporate partner | FSI IFEBP NAGDC |
| Macquarie Logo | Corporate partner | CPARF NGA |
| alphascale-logo-sm | Corporate partner | Only Investments and Wealth Institute, so far |
| hashdex-sm | Corporate partner | Only Investments and Wealth Institute, so far |
| Thrivent Advisor Network | Foundation donor | Only Investments and Wealth Institute, so far |
Sources: 2 published lists, read September 2026
Investments & Wealth Foundation Donors. Read September 27, 2026. Scholarship donors as of 7/31/2026; mostly individuals. Donor-advised fund conduits left out.
IWI Year-Round Partners. Read September 27, 2026. Year-round partner program; names read from logo alt text and image file names. One Silver logo (ti-logo_da_tagline) could not be identified and was left out.
Who backs Investments and Wealth Institute's peers, but not Investments and Wealth Institute
Companies named publicly by at least one of Investments and Wealth Institute's five peer societies, and not found in Investments and Wealth Institute's reviewed public records.
| Company | CFPBS | ACFS | FPA | Peers |
|---|---|---|---|---|
| Edward Jones | Leaders Circle | Top Corporate Partners | Feature Partners | 3 of 3 |
| College for Financial Planning® — a Kaplan Company | Benefactors Circle | Named | 2 of 3 | |
| Dalton | Named | Named | 2 of 3 | |
| LPL Foundation | Pinnacle Circle | Top Corporate Partners | 2 of 3 | |
| Northwestern Mutual | Pinnacle Circle | National Philanthropic Partners | 2 of 3 | |
| Thrivent | Named | Top Corporate Partners | 2 of 3 | |
| Vanguard | Pinnacle Circle | Named | 2 of 3 | |
| Absolute Capital Management | Named | 1 of 3 | ||
| Advyzon | Named | 1 of 3 | ||
| Allianz Life Insurance Company | Named | 1 of 3 | ||
| AssetMark | Leaders Circle | 1 of 3 | ||
| Axos Advisor Services | Named | 1 of 3 | ||
| Ballentine Partners | Leaders Circle | 1 of 3 | ||
| BIZEQUITY | Named | 1 of 3 | ||
| Boston Institute of Finance | Named | 1 of 3 | ||
| Cambria Investment Management | Named | 1 of 3 | ||
| CeriFi Dalton Education | Benefactors Circle | 1 of 3 | ||
| Cetera logo | Top Corporate Partners | 1 of 3 | ||
| CIA_logo | Supporting Partners | 1 of 3 | ||
| Dimensional Fund Advisors Logo | Supporting Partners | 1 of 3 | ||
| eMoney Advisor | Named | 1 of 3 | ||
| Envestnet | Named | 1 of 3 | ||
| Equitable Foundation | Leaders Circle | 1 of 3 | ||
| FCI Cyber | Buckler | Named | 1 of 3 | ||
| Federated Hermes | Named | 1 of 3 | ||
| Fidelity Foundation | Pinnacle Circle | 1 of 3 | ||
| Finance Geeks | Named | 1 of 3 | ||
| Financial Behavior Keynote Group, LLC | Named | 1 of 3 | ||
| Gallagher Affinity Formerly Known as Ryan Insurance Logo | Feature Partners | 1 of 3 | ||
| goRIA | Named | 1 of 3 | ||
| Guardian Logo | National Philanthropic Partners | 1 of 3 | ||
| J.P. Morgan Logo | Top Corporate Partners | 1 of 3 | ||
| JM BULLION | Named | 1 of 3 | ||
| JMT Consulting | Named | 1 of 3 | ||
| Jump_Logo | Supporting Partners | 1 of 3 | ||
| Key Wealth | Leaders Circle | 1 of 3 | ||
| Kitces.com | Named | 1 of 3 | ||
| Luthor | Named | 1 of 3 | ||
| MassMutual Logo | National Strategic Philanthropic Partners | 1 of 3 | ||
| Matson Money | Named | 1 of 3 | ||
| Merrill, A Bank of America Company | Chairs Circle | 1 of 3 | ||
| Morgan Stanley | Leaders Circle | 1 of 3 | ||
| Move Health | Named | 1 of 3 | ||
| Nationwide Logo | National Philanthropic Partners | 1 of 3 | ||
| New logo for Finance of America | Cornerstone Partners | 1 of 3 | ||
| New York Life logo | Top Corporate Partners | 1 of 3 | ||
| One America Financial Logo | National Philanthropic Partners | 1 of 3 | ||
| Osaic logo | Top Corporate Partners | 1 of 3 | ||
| Penn Mutual Logo | National Strategic Philanthropic Partners | 1 of 3 | ||
| PSBLTY | Named | 1 of 3 | ||
| Ryan Insurance Strategy Consultants | Named | 1 of 3 | ||
| Saturna Capital | Named | 1 of 3 | ||
| Securian Financial Logo | National Strategic Philanthropic Partners | 1 of 3 | ||
| Seeds Investor | Named | 1 of 3 | ||
| SEI Investments | Named | 1 of 3 | ||
| Silver Bridges Consulting | Named | 1 of 3 | ||
| Slant | Named | 1 of 3 | ||
| Snappy Kraken | Named | 1 of 3 | ||
| Soalma | Named | 1 of 3 | ||
| State Farm Logo | Top Corporate Partners | 1 of 3 | ||
| Symmetry Partners | Named | 1 of 3 | ||
| The College Funding Coach | Named | 1 of 3 | ||
| The Prudential Insurance Company of North America | Named | 1 of 3 | ||
| The Value Builder System | Named | 1 of 3 | ||
| ThinkAdvisor | Named | 1 of 3 | ||
| TIAA | Named | 1 of 3 | ||
| UPRISE | Named | 1 of 3 | ||
| Vision and Hope Financial LLC | Named | 1 of 3 | ||
| Voyant | Named | 1 of 3 | ||
| WealthCounsel | Named | 1 of 3 | ||
| Zocks | Named | 1 of 3 |
The outside view
The professional education and credentialing body for advanced financial advisors, granting the CIMA and CPWA certifications.
- Authority
- Build
- Inward
- Operational
Their shape
The Citadel
Led from the center, built to endure.
The Citadel runs on clarity and decisiveness, its direction held by a strong center the whole organization moves behind. Its gift is speed and coherence, its challenge is leaning too heavily on the few at the middle.
Also reads toward The Guild, The Republic and The Village.
Strengths
Not an official page of Investments and Wealth Institute. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.