Society of Financial Service Professionals

A multidisciplinary membership community of credentialed financial professionals, built around continuing education, ethics, and cross specialty collaboration in service of the client.

40named by SFSP
272named by peers

Peer societies

Five societies Society of Financial Service Professionals is read alongside.

Who backs SFSP

Every company Society of Financial Service Professionals names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.

CompanySupport as publishedAlso named by
logo-statefarmCorporate partnerACC CVCC CACC ELF ICC +3
northwestern_mutualCorporate partnerBMCC CRCC CFPBS L LRBA +3
NYL_box-logo_rgb_blue-1Corporate partnerAMSN ASPN GACC IRI LRCC +3
massmutual-logoCorporate partnerL NAIFA NEC PL ACFS
Guardian-logoCorporate partnerKDA L NAIFA ACFS
Ameritas-logoCorporate partnerL LCC NAIFA
Fairway Home Mortgage_logo__Horizontal_Green_NMLSCorporate partnerAACCC MAR NAIFA
HoraceMann2Corporate partnerASBOI NAIFA GSCC
MutualofOmahaCorporate partnerCACC NAIFA NCCI
Principal logoCorporate partnerNAIFA NCA NBA
CalsuranceMedia PartnerNAEA NAIFA
InsurTech ExpressMedia PartnerL NAIFA
Integrity-1Corporate partnerL NAIFA
OneAmerica_25Corporate partnerICC NAIFA
Advisor Solutions Inc.Media PartnerNAIFA
Advocate_Health_Advisors_logoCorporate partnerNAIFA
Amerilife_LogoCorporate partnerNAIFA
coventry_LogoCorporate partnerNAIFA
Eagle_Life_Logo-Blue-2022Corporate partnerNAIFA
EquiTrustCorporate partnerNAIFA
HealthPlanOne-Primary-LogoCorporate partnerNAIFA
Insurance & Financial Media NetworkMedia PartnerNAIFA
Kansas City Life Logo BESTCorporate partnerNAIFA
Marshall_Stevens (1)Corporate partnerNAIFA
midlandCorporate partnerIIAG
Real Wealth MarketingMedia PartnerNAIFA
Security Mutual Life Logo-1Corporate partnerNAIFA
SeniorMarketSales_LogoCorporate partnerNAIFA
The_Brokerage_IncCorporate partnerNAIFA
accupointMedia PartnerOnly Society of Financial Service Professionals, so far
ALM Benefits Pro LogoMedia PartnerOnly Society of Financial Service Professionals, so far
Amada-logoCorporate partnerOnly Society of Financial Service Professionals, so far
ashCorporate partnerOnly Society of Financial Service Professionals, so far
Cambridge_50-Black-01Corporate partnerOnly Society of Financial Service Professionals, so far
commonwealthCorporate partnerOnly Society of Financial Service Professionals, so far
e4insuranceMedia PartnerOnly Society of Financial Service Professionals, so far
libraCorporate partnerOnly Society of Financial Service Professionals, so far
messer-logo-hi-resCorporate partnerOnly Society of Financial Service Professionals, so far
Reminder MediaMedia PartnerOnly Society of Financial Service Professionals, so far
RitterCorporate partnerOnly Society of Financial Service Professionals, so far
Sources: 2 published lists, read September 2026

NAIFA Corporate Partners. Read September 27, 2026. financialpro.org redirects to NAIFA, which absorbed the Society of Financial Service Professionals; this is NAIFA's current corporate partner list. Logo wall; names read from alt text and file names. ACLI and American Cancer Society omitted.

NAIFA Marketing Partners. Read September 27, 2026. For-profit marketing and affinity partners on NAIFA's partnerships page (financialpro.org redirects to NAIFA).

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Who backs Society of Financial Service Professionals's peers, but not Society of Financial Service Professionals

Companies named publicly by at least one of Society of Financial Service Professionals's five peer societies, and not found in Society of Financial Service Professionals's reviewed public records.

CompanyNAIFAFPAACFSAFPCFPBSPeers
Edward Jones_LogoFeature PartnersTop Corporate PartnersLeaders Circle3 of 5
College for Financial Planning® a Kaplan CompanyNamedBenefactors Circle2 of 5
Dalton Education by CeriFiNamedNamed2 of 5
Federated HermesNamedNamed2 of 5
Group_2025_LG_Gallagher Affinity Formerly Known as Ryan Insurance Logo_1770742181-01SILVER SPONSORSFeature Partners2 of 5
J.P. Morgan LogoTop Corporate PartnersGold2 of 5
LPL Financial logoTop Corporate PartnersPinnacle Circle2 of 5
Morgan StanleyGeneralLeaders Circle2 of 5
thrivent LogoTop Corporate PartnersNamed2 of 5
VanguardNamedPinnacle Circle2 of 5
360t.comNamed1 of 5
Absolute Capital ManagementNamed1 of 5
accupointNamed1 of 5
aciworldwide.comNamed1 of 5
AdvyzonNamed1 of 5
AgicapBronze1 of 5
alacriti.comNamed1 of 5
alkami.comNamed1 of 5
Allianz Life Insurance CompanyNamed1 of 5
allspringglobal.comNamed1 of 5
ALM Benefits Pro LogoNamed1 of 5
Amada-logoBronze Sponsors1 of 5
American ExpressPlatinum1 of 5
anz.com.auNamed1 of 5
aptechnology.comNamed1 of 5
argodata.comNamed1 of 5
aristaxpress.comNamed1 of 5
ascendant.worldNamed1 of 5
AssetMarkLeaders Circle1 of 5
avallone.ioNamed1 of 5
avidxchange.comNamed1 of 5
axletrees.comNamed1 of 5
Axos Advisor ServicesNamed1 of 5
backbase.comNamed1 of 5
Ballentine PartnersLeaders Circle1 of 5
banco.bradescoNamed1 of 5
bancroft4vets.comNamed1 of 5
Bank of AmericaSilver1 of 5
BarclaysGeneral1 of 5
benchmarktechnologygroup.comNamed1 of 5
bill.comNamed1 of 5
BIZEQUITYNamed1 of 5
BlackRockGeneral1 of 5
bloomberg.comNamed1 of 5
BMOBronze1 of 5
BNY MellonGeneral1 of 5
boostb2b.comNamed1 of 5
Boston Institute of FinanceNamed1 of 5
Bottomline TechnologiesGeneral1 of 5
brex.comNamed1 of 5
burnhamsterling.comNamed1 of 5
C2FOGeneral1 of 5
Cambria Investment ManagementNamed1 of 5
Cambridge_50-Black-01Silver Sponsors1 of 5
Capital OneSilver1 of 5
Capitalize Data AnalyticsGeneral1 of 5
capitalmarkets.nbc.caNamed1 of 5
carlsoncash.comNamed1 of 5
cashconnect.comNamed1 of 5
cashmanagement.bnpparibas.comNamed1 of 5
cavusecurities.comNamed1 of 5
CeriFi Dalton EducationBenefactors Circle1 of 5
Cetera logoTop Corporate Partners1 of 5
chargebackgurus.comNamed1 of 5
Charles SchwabVisionary Circle1 of 5
chathamfinancial.comNamed1 of 5
checkalt.comNamed1 of 5
CIA_logoSupporting Partners1 of 5
Citi Treasury and Trade SolutionsSilver1 of 5
CitizensGeneral1 of 5
cmsanalytics.comNamed1 of 5
codat.ioNamed1 of 5
commonwealthSilver Sponsors1 of 5
computershare.comNamed1 of 5
concur.comNamed1 of 5
ConveraGeneral1 of 5
CorpayGeneral1 of 5
corservsolutions.comNamed1 of 5
cranedata.comNamed1 of 5
Credit Agricole Corporate and Investment BankGeneral1 of 5
crxmarkets.comNamed1 of 5
CWANBronze1 of 5
dandelionpayments.comNamed1 of 5
db.comNamed1 of 5
DebtBookGeneral1 of 5
DeloitteGeneral1 of 5
DeluxeGeneral1 of 5
derivativepath.comNamed1 of 5
Dimensional Fund Advisors LogoSupporting Partners1 of 5
drexelhamilton.comNamed1 of 5
dws.comNamed1 of 5
e4insuranceNamed1 of 5
easymorph.comNamed1 of 5
EftsureGeneral1 of 5
elavon.comNamed1 of 5
emburse.comNamed1 of 5
eMoney AdvisorNamed1 of 5
EnvestnetNamed1 of 5
Equitable FoundationLeaders Circle1 of 5
Eventus Financial SolutionsBronze1 of 5
ey.comNamed1 of 5
FCI Cyber | BucklerNamed1 of 5
Fidelity FoundationPinnacle Circle1 of 5
Fidelity InvestmentsBronze1 of 5
fides.chNamed1 of 5
Fifth Third BankBronze1 of 5
Finance GeeksNamed1 of 5
Financial Behavior Keynote Group, LLCNamed1 of 5
FinastraGeneral1 of 5
finzly.comNamed1 of 5
First Citizens BankSilver1 of 5
firstechpayments.comNamed1 of 5
FISBronze1 of 5
fiserv.comNamed1 of 5
FISPANBronze1 of 5
fitchratings.comNamed1 of 5
fnbo.comNamed1 of 5
franklintempleton.comNamed1 of 5
ftitreasury.comNamed1 of 5
Global PaymentsGeneral1 of 5
Goldman SachsBronze1 of 5
golivefaster.comNamed1 of 5
goRIANamed1 of 5
HSBCGeneral1 of 5
Huntington BankBronze1 of 5
IncortaGeneral1 of 5
ing.comNamed1 of 5
Intellect Design ArenaBronze1 of 5
IntraFiBronze1 of 5
InvescoGeneral1 of 5
ION TreasuryBronze1 of 5
isolvedhcm.comNamed1 of 5
JikoBronze1 of 5
JM BULLIONNamed1 of 5
JMT ConsultingNamed1 of 5
JP Morgan Asset ManagementGeneral1 of 5
Jump_LogoSupporting Partners1 of 5
kantox.comNamed1 of 5
Key WealthLeaders Circle1 of 5
KeyBankGeneral1 of 5
Kitces.comNamed1 of 5
kodiaksolutions.ioNamed1 of 5
kpmg.comNamed1 of 5
KyribaGold1 of 5
lhainc.comNamed1 of 5
LloydsGeneral1 of 5
loomis.usNamed1 of 5
lseg.comNamed1 of 5
LuthorNamed1 of 5
M&T BankBronze1 of 5
Matson MoneyNamed1 of 5
medius.comNamed1 of 5
Merrill, A Bank of America CompanyChairs Circle1 of 5
messer-logo-hi-resBronze Sponsors1 of 5
midlandGold Sponsors1 of 5
monexusa.comNamed1 of 5
Monkey ExchangeGeneral1 of 5
Move HealthNamed1 of 5
MUFGGeneral1 of 5
murex.comNamed1 of 5
Nationwide LogoNational Philanthropic Partners1 of 5
nb.comNamed1 of 5
New logo for Finance of AmericaCornerstone Partners1 of 5
nilus.comNamed1 of 5
ninth-wave.comNamed1 of 5
northerntrust.comNamed1 of 5
nsknox.netNamed1 of 5
oAppsNETGeneral1 of 5
oldnational.comNamed1 of 5
OnbeGeneral1 of 5
One America Financial LogoNational Philanthropic Partners1 of 5
onesourcevirtual.comNamed1 of 5
opentext.comNamed1 of 5
OracleBronze1 of 5
orbian.comNamed1 of 5
Osaic logoTop Corporate Partners1 of 5
pagos.aiNamed1 of 5
payden.comNamed1 of 5
paymentworks.comNamed1 of 5
paytrace.netNamed1 of 5
Penn Mutual LogoNational Strategic Philanthropic Partners1 of 5
pigment.comNamed1 of 5
PNCPlatinum1 of 5
PreqlGeneral1 of 5
prioritycommerce.comNamed1 of 5
Prudential LogoNational Strategic Philanthropic Partners1 of 5
PSBLTYNamed1 of 5
pwc.comNamed1 of 5
Q2Bronze1 of 5
qandapaymentsolutions.comNamed1 of 5
RampBronze1 of 5
RBCGeneral1 of 5
RedbridgeBronze1 of 5
Regions BankGeneral1 of 5
Reminder MediaNamed1 of 5
repay.comNamed1 of 5
Ripple TreasurySilver1 of 5
rippling.comNamed1 of 5
RitterBronze Sponsors1 of 5
Rosenberg & ParkerSilver1 of 5
Ryan Insurance Strategy ConsultantsNamed1 of 5
safechecks.comNamed1 of 5
SantanderBronze1 of 5
sap.comNamed1 of 5
SAP/TauliaBronze1 of 5
Saturna CapitalNamed1 of 5
ScotiabankGold1 of 5
Securian Financial LogoNational Strategic Philanthropic Partners1 of 5
Seeds InvestorNamed1 of 5
SEI InvestmentsNamed1 of 5
Silver Bridges ConsultingNamed1 of 5
SlantNamed1 of 5
Snappy KrakenNamed1 of 5
SoalmaNamed1 of 5
societegenerale.comNamed1 of 5
southstatebank.comNamed1 of 5
spglobal.comNamed1 of 5
ssctech.comNamed1 of 5
ssga.comNamed1 of 5
Standard CharteredGeneral1 of 5
StonewoodSILVER SPONSORS1 of 5
stonex.comNamed1 of 5
Strategic TreasurerGeneral1 of 5
suntecgroup.comNamed1 of 5
swift.comNamed1 of 5
Symmetry PartnersNamed1 of 5
talvero.comNamed1 of 5
TD BankGeneral1 of 5
The College Funding CoachNamed1 of 5
The Prudential Insurance Company of North AmericaNamed1 of 5
The Value Builder SystemNamed1 of 5
theclearinghouse.orgNamed1 of 5
thepanax.comNamed1 of 5
ThinkAdvisorNamed1 of 5
TIAANamed1 of 5
TIS PaymentsSilver1 of 5
Tradeweb (formerly ICD)Bronze1 of 5
transcard.comNamed1 of 5
tranzpay.ioNamed1 of 5
treasury4.comNamed1 of 5
treasurycube.comNamed1 of 5
treasurycurve.comNamed1 of 5
treasuryspring.comNamed1 of 5
TrovataGeneral1 of 5
TruistPlatinum1 of 5
trustmi.aiNamed1 of 5
Trustpair USABronze1 of 5
U.S. BankGeneral1 of 5
ubs.comNamed1 of 5
umb.comNamed1 of 5
unclaimedpropertyspecialists.comNamed1 of 5
unicreditgroup.euNamed1 of 5
UPRISENamed1 of 5
usa.visa.comNamed1 of 5
usbancorpassetmanagement.comNamed1 of 5
usepalm.comNamed1 of 5
validifi.comNamed1 of 5
vendorinfo.comNamed1 of 5
VersapayGeneral1 of 5
Vision and Hope Financial LLCNamed1 of 5
volantetech.comNamed1 of 5
VoyantNamed1 of 5
WealthCounselNamed1 of 5
Wells FargoSilver1 of 5
Western Alliance BancorporationBronze1 of 5
worldpay.comNamed1 of 5
x1F AmericaGeneral1 of 5
xmldation.comNamed1 of 5
zanders.euNamed1 of 5
zerohashGeneral1 of 5
ZocksNamed1 of 5
zsuitetech.comNamed1 of 5

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The outside view

A multidisciplinary membership community of credentialed financial professionals, built around continuing education, ethics, and cross specialty collaboration in service of the client.

  • Consensus
  • Preserve
  • Inward
  • Volunteer

Their shape

The Guild

Where mastery is the price of belonging.

The Guild is the keeper of a craft and its standards, where belonging means meeting a real bar. Its gift is depth and trusted expertise, its challenge is opening up to newcomers and new ways.

Also reads toward The Village and The Republic.

Strengths

→Deep loyalty and a strong sense of belonging.
→Standards and credentials carry real weight.
→Expertise and trusted credential in the field.

Not an official page of Society of Financial Service Professionals. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.