“One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […]
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and left us with only memories of vacations and longer days, I thought this would be an opportune time to share some insights as we all get ready for fall. And […]
“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 […]