Strategic Partnerships

Building meaningful collaborations that create lasting value in financial education and risk management training

Success Through Collaboration

Our partnerships represent more than business relationships – they're collaborative efforts that have shaped how professionals approach stop-loss strategies and risk management across different markets.

Diana Kowalski profile

Diana Kowalski

Risk Analytics Director, Meridian Financial

Our eighteen-month collaboration with Meridian Financial resulted in a comprehensive stop-loss framework that reduced portfolio volatility by 32% across their client base. Diana's team worked alongside our educators to develop real-world scenarios that now form the backbone of our advanced risk management modules.

850+ Professionals Trained
18 Months Active
32% Risk Reduction
Marcus Thornfield profile

Marcus Thornfield

Head of Trading Education, Clearwater Institute

Working with Clearwater Institute since early 2024, we've co-developed a series of interactive simulations that help traders understand stop-loss psychology. Marcus brought fifteen years of institutional trading experience, helping us create scenarios that mirror real market pressures and emotional challenges traders face daily.

1,200+ Simulation Users
24 Months Partnership
Ongoing Research
Priya Nadkarni profile

Priya Nadkarni

Behavioral Finance Researcher, Stanford Extension

Priya's research on cognitive biases in stop-loss decision-making became the foundation for our behavioral finance module launched in late 2024. Her academic insights helped us understand why traders consistently struggle with stop-loss discipline, leading to teaching methods that address psychological barriers rather than just technical execution.

3 Published Papers
15 Months Research
450+ Study Participants

Collaborative Impact

Our most significant achievement came through combining institutional expertise with educational innovation