Wealthtech provider FusionIQ announced key leadership appointments in 2024 to support its continued growth and market innovation. In December, Sloan Shanahan was named Chief Revenue Officer (CRO), joining the executive team to lead revenue strategy and business development. According to the company, Shanahan brings extensive experience in strategic partnerships, sales enablement, and market expansion, with a proven ability to drive measurable outcomes across leading consulting and technology organizations.
“I’m thrilled to join FusionIQ at this pivotal time,” Shanahan said. “The company’s dedication to redefining wealth management through innovation and collaboration is inspiring. I look forward to working with the team to drive measurable business outcomes and forge enduring partnerships across the industry.”
Shanahan’s appointment follows other leadership moves in 2024, including Finra Board Chair Eric Noll as CEO and Pete Chiccino as COO. Noll was instrumental in securing a major funding round earlier in the year, according to a past announcement.
Digital Transformation Through Technology
FusionIQ’s 2024 achievements highlight its role as a leading innovator in wealthtech. Central to its progress was the launch of the FusionIQ One platform, a cloud-native, pre-integrated solution designed to simplify digital transformation for financial advisors and institutions.
The platform’s flagship offerings, such as FIQ Journey – a dual journey solution integrating hybrid digital advice and self-directed investing – and FIQ Wallet, a digital wealth management tool for wallet providers, are designed to reshape how financial institutions deliver personalized digital experiences.
Strategic partnerships also played a critical role in FusionIQ’s success. Collaborations with OnPoint Community Credit Union and Kinecta Federal Credit Union introduced advanced digital investment services to hundreds of thousands of members, further extending the platform’s reach.
Looking ahead, FusionIQ says it is poised to build on its 2024 momentum with a focus on accelerating digital transformation in the wealth management industry. With Shanahan and a strengthened leadership team at the helm, the company says it aims to expand its technological offerings, enabling financial institutions to navigate an increasingly complex digital environment effectively.
