Fintech Luminaries

Kimberly Merriman of A3 Financial Talks with Digital Wealth News

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.

or our latest feature, we'd like you to meet Alex Cavalieri of the Seven Group platform, which enables financial advisors to drive growth, lower costs over time, and increase AUM. Seven Group builds advisors a cohesive plan and gives them the content and tools to grow their practice.

We'd like you to meet Jason Lish, Chief Security, Privacy And Data Officer of Advisor Group, the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets...

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.

AlphaTrAI is modernizing classic approaches to asset management to make it more dynamic, responsive and precise, while rising above the emotionally-driven bias and behaviors that influence even highly experienced, professional money managers, with potential impairment to investor outcomes..

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.

Digital Wealth News is pleased to bring you our "Fintech Luminaries" series – featuring thought leaders within the...

we'd like you to meet Nedra Barr of Spyder, a Saas-based e-commerce solution with a proprietary set of products geared towards solutions that a Producing Rep need to run their daily business, positioned to Insurance Agents, RIA’s, and Broker/Dealer Advisors.

Advisor360° helps banking, insurance, and independent broker-dealers as well as roll-up RIAs digitally transform themselves, increasing productivity and revenue while decreasing compliance risk and costs.