Neal Ringquist

Retirement Clearinghouse LLC is a leading provider of portability and consolidation services for defined contribution plans. Retirement Clearinghouse is based in Charlotte, NC, and has subsidiaries in the United States. The private company acts as an intermediary between plan sponsors, participants, recordkeepers, and other parties. Retirement Clearinghouse offers a domestic call center providing specialized assistance, uncashed check services, and the capability to search for lost and missing participants. The company has helped guide over 1.9 million plan participants with more than $29 billion in retirement savings. The company was founded by J. Spencer Williams, who has been the CEO since incorporation.

Advisor Software, Inc. provides cloud based platform for wealth management companies. Its solutions include digital advisor, behavioral intelligence quotient, portfolio rebalancer, client acquisition, goalgamiPro, and wealth management APIS. The company was founded by Andrew Rudd in 1995 and is headquartered in Walnut Creek, CA.