---
title: "Resource Partners | Financial Advisors"
description: "Trusted tools and services recommended for financial advisors: technology, marketing, compliance, and practice management partners."
url: https://financialadvisors.com/resource-partners/
---

Trusted Ecosystem

# Resource Partners

Vetted tools and services that help financial advisors grow and run their practices.

![Dubb logo](https://financialadvisors.com/_emdash/api/media/file/295d0f69bf874c738ff9589484ad5917.svg)

Marketing & Sales

### Dubb

Dubb is an all-in-one video sales and marketing platform that lets advisors record and send personalized videos via email, SMS, and social channels, with a built-in CRM, AI assistant, and engagement analytics to track opens and watch time.

[Learn more](https://financialadvisors.com/resource-partners/dubb/) [Visit site →](https://dubb.com/)

![Foundation Source logo](https://financialadvisors.com/_emdash/api/media/file/80ef9177c0234a4c8251546c0f346572.svg)

Philanthropic & Foundation Services

### Foundation Source

Foundation Source is the nation's largest provider of private foundation management services, giving advisors' clients an outsourced solution for foundation administration -- compliance monitoring, grants processing, tax preparation and filing, and financial reporting -- backed by a cloud-based platform and philanthropic advisory support.

[Learn more](https://financialadvisors.com/resource-partners/foundation-source/) [Visit site →](https://foundationsource.com/)

![Oak Street Funding logo](https://financialadvisors.com/_emdash/api/media/file/97c28bfa60724df29b4fcd5770af74e4.png)

Financing & Lending

### Oak Street Funding

Oak Street Funding is a specialty lender providing acquisition, succession, working-capital, and debt-consolidation loans to investment advisors, insurance agents, and RIAs. A subsidiary of First Financial Bank with over 20 years serving the financial services industry.

[Learn more](https://financialadvisors.com/resource-partners/oak-street-funding/) [Visit site →](https://www.oakstreetfunding.com/)

![PlantechHub logo](https://financialadvisors.com/_emdash/api/media/file/7980efff7aa4445db3b63aa789c98935.png)

Financial Planning Software

### PlantechHub

PlantechHub is financial planning software that lets advisors build, present, and iterate client financial plans through scenario testing, plus a client portal and a white-label option to embed the planning tool on a firm's own website.

[Learn more](https://financialadvisors.com/resource-partners/plantechhub/) [Visit site →](https://www.plantechhub.com/)

![RIA Oasis logo](https://financialadvisors.com/_emdash/api/media/file/35255f42ccc44af2aaddcfa66f48d333.png)

Practice Management

### RIA Oasis

RIA Oasis is a vendor-agnostic technology and operations consulting practice for registered investment advisory firms, helping RIAs evaluate their tech stack and optimize workflows. Led by a former COO of a $1B+ RIA.

[Learn more](https://financialadvisors.com/resource-partners/ria-oasis/) [Visit site →](https://riaoasis.com/)

![Tolerisk logo](https://financialadvisors.com/_emdash/api/media/file/b1c9c7de0ddd4ca68d2ca47e57fa57f8.svg)

Risk & Compliance Tools

### Tolerisk

Tolerisk is a risk tolerance assessment platform for financial advisors, measuring both a client's willingness and ability to take risk across 1,000+ market scenarios to recommend a personalized stock/bond allocation. Offered through Charles Schwab Advisor Services and integrates with common CRMs.

[Learn more](https://financialadvisors.com/resource-partners/tolerisk/) [Visit site →](https://www.tolerisk.com/)

![Visory logo](https://financialadvisors.com/_emdash/api/media/file/1877d21d1c6a49e9a06bfbb9840c6a3c.svg)

Cybersecurity & IT

### Visory

Visory provides managed IT and cybersecurity services built for RIAs and financial services firms, including network security, compliance-aligned infrastructure, and help desk support. Formed from the merger of RightSize Solutions, True North Networks, and Swizznet.

[Learn more](https://financialadvisors.com/resource-partners/visory/) [Visit site →](https://www.visory.net/)

## Are you a service provider for financial advisors?

Get listed in our Resource Partners directory and reach thousands of financial advisors.

[Get in Touch](https://financialadvisors.com/contact/)

---
Source: https://financialadvisors.com/resource-partners/
Site index for AI agents: https://financialadvisors.com/llms.txt
Agent directory: https://financialadvisors.com/agents.json