BISA 2026
Partnership Offerings
BISA offers an array of opportunities to reach our audience of senior executives and key decision-makers through Portfolio Weekly, Portfolio Online, in-person and virtual events, podcasts and webinars, and BISA's annual print publication.
Audience At-A-Glance
Who is the BISA Audience?
The BISA audience is made up of program heads, presidents, other c-suite professionals and more who oversee the marketing, sales, and distribution of investment, insurance, wealth management, and advisory products and services through banks and credit unions.
These professionals shape strategy, drive innovation, and influence purchasing across the financial services industry. Partnering with BISA through advertising and sponsorship puts your brand directly in front of this highly influential group, enhancing visibility, building credibility, and driving meaningful connections that can grow your business.
33%+
of our audience are senior leaders including program heads, VPs, CEOs, Presidents, and more
50%+
of our audience are decision makers or have significant influence on making purchasing decisions
Reach our Audience
BISA's audience represents thousands of professionals working in unique banks and credit unions, product and service providers, clearing houses, third party marketers (TPMs), fintech companies, wealth management firms, trust companies, and more. They represent leading financial partners, underwriters, distributors and broker-dealers including Ameriprise, Athene, BNY Pershing, Cetera, Fidelity, LPL, MassMutual Strategic Distributors, Nationwide, Osaic, Raymond James, TruStage, WealthVest and more.
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BMO Investment Services
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Citi Personal Wealth
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Citizen's Securities
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Comerica Securities
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Fifth Third Securities
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First Citizens Investor Services
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First Horizon Advisors
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Frost Brokerage Services
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Huntington Investment Company
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Key Investment Services
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Navy Federal Financial Group
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Northern Trust
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Regions Investment Services
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Santander Securities
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Synovus Securities
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TD Bank
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Truist
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U.S. Bancorp Investments, Inc.
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Wilmington Advisors @ M&T
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Wintrust Wealth Management
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Zions Bank
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And dozens more!