Fintech Luminaries

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.

Meet Tony Petrilli of Orbis Systems and View Trade Holding Corp., whose subsidiaries are the backbone to some of the largest fintech platforms, institutions, broker dealers and RIAs in over 20 countries on 4 continents, providing them with the infrastructure, and direct, cost-efficient access to the U.S. markets.

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.