Fintech Luminaries

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Ryan George of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.

For our latest Fintech Luminaries feature on Digital Wealth News, we'd like you to meet Michael Partnow of JIFFY.ai, a global, enterprise-grade process automation company that helps organizations to automate end-to-end complex business processes across their front, middle, and back offices.

For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Envestnet (Group President), Pershing, a BNY Mellon Company (COO), and Advisor Innovation Labs (Co-Founder). Lori has a consulting business as CEO, WealthTech, for RedRock Strategic Partners and is also on the Strategic Advisory Board for Genstar Capital. She is currently serving on 4 corporate boards in the financial services industry including Cetera Financial Group, Orion, Riskalyze and Vestwell.

CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with guidance for highly manual, often time-consuming tasks.

We’d like you to meet Adrian Johnstone, Chief Commercial Officer of Practifi, a business management platform that helps financial advisors unify their disparate tools, strengthen client relationships and scale their business.

For the next feature in the Fintech Luminaries series, we’d like you to meet Larry Roth, Managing Partner of RLR Strategic Partners, a wealth management and asset management-focused M&A advisory firm affiliated with Berkshire Global Advisors, the international investment bank.

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet our friend Kelly Waltrich of Intention.ly, which works with fintech and finserv companies who want to transform the trajectory of their business by building an intentionally designed marketing engine. 

For our latest Fintech Luminaries feature, we'd like you to meet Reema Tandon of Yoonify, a platform that connects investors and real estate developers in a marketplace that turns multi-family, income-generating properties into liquid assets for both investors and developers.

For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

For our latest Fintech Luminaries feature, we'd like you to meet rising fintech star Nick Kim of Vestigo Ventures, an early-stage venture capital firm based in Cambridge, Massachusetts, that invests in companies within the FinTech industry.