“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […]
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very nervous.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […]
“The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja, Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade, where she has worked since 2014 after spending ten […]
“There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is with David Lyon, CEO of Oranj, a Chicago-based provider of digital technology solutions for financial advisors. Here are a few of my interviews with previous winners: Brian McLaughlin, CEO of Redtail […]
“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]
We have reached a milestone! This is the tenth interview in our Winners of WealthTech series, where I speak people who have made their mark in wealth management technology by building a track record of innovation and success. Check out my previous interviews with Anil Arora, CEO, Envestnet | Yodlee, Angela Pecoraro, CEO of Advicent, Eric […]
This month’s Winners of Wealthtech interview is with Catherine Flax, CEO of AI-powered robo-advisor Pefin. Catherine was named the Most Influential Woman in European Investment Banking in 2012. Catherine has an MA from Brown University and a bachelor’s degree from Texas A&M University. You can read my previous interviews with Brian McLaughlin, CEO, Redtail, Anil […]
This is the fifth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My previous four interviews were wildly successful in terms of views and traffic, so there will be […]