Founder of FinMate | Ex-IAR (Schwab, TD, Equitable, Pru)
Active 5m ago
Joined May 8, 2024
Owner of a Wealth Management firm, avid skier, traveler, husband, and father to two boys.
Active 4h ago
Joined May 26, 2024
Charlotte, NC
Work Hard & Be Nice To People.
Active 2d ago
Joined May 15, 2024
St Charles, IL
CFA trained investment consultant, business mentor & management consultant to regulated FSPs & IFAs. https://www.linkedin.com/in/bekithembamafulela/
Active 2d ago
Joined May 16, 2024
South Africa
I am a Private Wealth Manager and Master Financial Coach.
Active 4d ago
Joined May 13, 2024
Orlando, FL
Advisor seeking to deepen the client relationship with scalable & efficient practices.
Active 4d ago
Joined May 18, 2024
CUBIC Advisors, LLC
Active 10d ago
Joined May 10, 2024
Associate Advisor
Active 11d ago
Joined May 16, 2024
Owner at Reatherford Wealth Management LLC
Active 19d ago
Joined Jun 6, 2024
Peoria, IL
Financial Advisor for Startup Professionals - St. Louis
Active 59d ago
Joined May 13, 2024
Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate
Active 65d ago
Joined Apr 24, 2024
New York Area
Co-Founder and CEO of Lumina. We're building a WealthTech OS for Financial Advisors. Our mission is help advisors scale their personalization.
Active 74d ago
Joined May 14, 2024
CTO @ Lumina AI Inc.
Active 74d ago
Joined May 17, 2024
Director of Marketing & Operations at YourStake + Advisor Core
Active 101d ago
Joined May 7, 2024
na for now
Active 117d ago
Joined May 29, 2024
St. Louis, MO
Co-founder & CTO of Mili. From interactions to insights to revenue, in real time.
Active 153d ago
Joined May 14, 2024
Financial planner helping business owners and employees with equity comp use money as a tool to grow wealth and enjoy life
Active 155d ago
Joined May 17, 2024
Boston
Founder of Curtis Financial Planning, LLC an RIA firm located in Oakland, California.
Active 156d ago
Joined May 14, 2024
Helping Advisors Grow AUM
Active 158d ago
Joined May 13, 2024
https://emphasiswealth.profileme.app/dez.tswaile
Active 174d ago
Joined May 17, 2024
Financial services pro with 10+ years in RIA ops, process improvement, and team leadership. Tech-savvy and natural problem-solver.
Active 175d ago
Joined May 23, 2024
Co-Founder of Cashmere AI. We make organic growth effective, efficient, and reliable for wealth managers!
Active 177d ago
Joined May 8, 2024
James Swiggett, Senior Account Executive @ Aidentified
Active 179d ago
Joined May 9, 2024
Dir. Customer Success @ Responsive AI | Next Best Action
Active 181d ago
Joined May 13, 2024
Co-founder & CEO of Mili. From interactions to insights to revenue, in real time.
Active 182d ago
Joined May 11, 2024
36 years slinging stocks and bonds, crafting fin plans, keeping the wolves away. I’m here to empower Cultural Creatives with the wise use of wealth.
Active 186d ago
Joined May 16, 2024
Active 188d ago
Joined May 22, 2024
Owner/Founder of Green Future Wealth Management
Active 189d ago
Joined May 20, 2024
Building for advisors. Believe in growing together.
Active 191d ago
Joined May 13, 2024
East Bay Investment Solutions gives RIAs peace of mind and some time back by handling the majority of their investments workload.
Active 194d ago
Joined May 15, 2024
AI School for Advisors
skool.com/ai-tech-for-financial-advisors-2458
Practical applications of AI for financial advisors. --> Moved to the ProAdvisorSuite community.
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