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 our friend Cash Lafferty of LiquidityBook, a a full suite financial technology company with customized solutions for ALL securities firms and market participants who understand that innovative trading and messaging solutions will increase profitability while reducing unnecessary expense and risk
We’d like you to meet Mike Kerins, CEO of RobustWealth, a digital wealth management platform designed to support independent advisors and enterprises by minimizing tedious, back-office tasks, so professionals can spend more time growing their business and strengthening existing client relationships
We’d like you to meet Paul Resch of Valutico, which empowers businesses and experts to perform accurate valuations in a fraction of the time it used to take while solving the issue of complex tools, lack of data sources and time consuming reporting.
We’d like you to meet Keith Gregg, CEO & Founder of Chalice Network, a community of 55,000+ small business owners that is dedicated to solving the unique challenges SMBs face as a financial services professionals and entrepreneurs.
For the next feature in Digital Wealth News' Fintech Luminaries series, we’d like you to meet Stephanie Foster, who serves as the Chief Administrative Officer at XY Planning Network, a tech-savvy service organization that provides a turnkey solution for fee-for-service financial advisors who are focused on working with Generation X and Generation Y clients.
For the next feature in our Fintech Luminaries series, we’d like you to meet Matt Wolniewicz of Income America, which is designed to provide participants with guaranteed lifetime income of 5% per year beginning at age 65
For the next feature in this series, we’d like you to meet Jahon Jamali of Sarson Funds, an independent provider of blockchain technology and cryptocurrency marketing and educational services focusing on the financial professional community and their clients.
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.
We’d like you to meet Cheryl Nash, CEO of InvestCloud's Financial Supermarket™ (formerly Tegra118), which enables wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors.