wealthtech
(35)
Colin Falls and the Long Arc from Three-Point Line to Bottom Line
A record-setting Notre Dame shooter found his second game in the machinery behind financial advice. At GeoWealth, patience, repetition and an eye for the open shot became a strategy for building wealth technology.
Sue Burton Knows Money Needs Better Material
The former stand-up comedian has spent more than two decades making finance easier to understand - from financial-literacy classrooms and national bank campaigns to startup pilots and Envestnet's next growth chapter.
Leigh Asher Retired. Then Fintech Called Her Back.
After three decades turning invisible financial technology into something people could see, enter and gather around, Leigh Asher left Fiserv for retirement. Two years later, InvestCloud gave her a reason to return.
Betsy Perez Is Teaching a $5 Trillion Brand to Speak Human
At Orion, Betsy Perez has an unusual brief: make a sprawling wealthtech platform feel coherent, useful and trusted. Her answer begins with a star, continues in real-world communities, and now reaches into the strange new territory where AI decides which advisers get found.
Rachel Eccles Is Marketing the Conversation Before the Money
The English major turned fintech executive has spent her career making complicated subjects easier to enter. At eMoney, her real product is not software alone - it is permission to begin a useful conversation about money.
Laura Barger's Long Game: Make Finance Feel Like It Was Built for People
Before she marketed wealth infrastructure, Laura Barger learned to see the person at the far end of the product. Her career is a study in making complicated systems legible - and making their promises answerable to evidence.
Alison Durant Learned Strategy on the Water - Then Took It Into the C-Suite
A sailing instructor's unexpected internship became a career in technology marketing. Three decades later, Durant still treats leadership like navigation: read the conditions, trust the crew, and keep the plan flexible.
Alex Cavalieri Is Making Alternative Investing Less Alternative
The CAIS chief marketing officer has a practical brief: turn a difficult corner of finance into something advisors can learn, discuss and use. His playbook begins with useful content - and ends in rooms full of people.
Justin Boatman Learned Product Strategy in the Most Unexpected Place
Before fintech, Justin Boatman built programs and media for a church. Now he turns advisor problems into products, product launches into live shows, and even the family allowance into a lesson about risk.
Phuoc Tran Keeps Building for Vietnam's Next Investor
After logistics and a 500,000-agent sales network, Phuoc Tran turned to a harder delivery problem: making markets legible to Vietnam's new investors. Anfin's evolution from fractional stocks to commodity derivatives reveals an operator who treats access as a product discipline, not a slogan.
Andres Garcia-Amaya Put Wall Street on the Other Side of the Table
His parents needed advice they could trust. His old industry gave them a maze. So the former J.P. Morgan strategist built Zoe - first as a matchmaker, then as the operating system behind the relationship.
Anish Malhotra Wants Real Estate to Move at Market Speed
After helping digitize financial markets, the Plotify founder turned to a slower target: the paperwork, financing and fragmented decisions behind owning a rental home.
Mark Swan Wants AI to Give Financial Advisers Their Time Back
From Aberdeen classrooms to Revolut’s fire hose and a $40 million New York startup, Swan has built his career around one stubborn idea: software should clear the desk so people can do the human work.
John Rourke Spent Three Decades Making CRM Feel Less Like Work
Before Wealthbox secured a $200 million majority investment, its CEO spent years testing one stubborn idea: business software can be powerful without making its users miserable.
Adam Holt Drew Finance Back to One Page
Before Asset-Map became software used to organize trillions in financial instruments, it was Adam Holt's hand-drawn answer to a stack of reports nobody wanted to read.
Parker Ence Wants AI to Take the Notes - So Advisors Can Stay in the Room
A guitar teacher turned four-time tech CEO found his next company hiding in the least glamorous hour of a financial advisor's day: the paperwork after a good conversation.
Dave Christensen Put the Impossible List Back on the Desk
For two decades, Dave Christensen has built marketing technology around a stubborn question: how can financial advisors grow without sounding less human? Now, as FMG's CEO, he is reopening the product ideas that once looked impossible.
Aaron Brodt Built the Firm. Then He Built the Operating System.
A former college basketball player and oil trader spent years building a wealth firm - then discovered that the machinery behind advice was the harder business to fix.
Raygar Khailany Is Turning the Financial Plan Into a Finished Product
After two decades helping advisors outsource the work around advice, the PlanScout co-founder made a sharper bet: the most useful planning software may arrive with people attached.
Samir Kaji
Samir Kaji is the co-founder and CEO of Allocate, a private markets platform that helps wealth advisors and family offices build and manage institutional-quality portfolios. Before founding Allocate, he spent about 22 years in venture banking at Silicon Valley Bank and First Republic Bank, where he advised more than 700 venture and private equity firms. He also hosts Venture Unlocked, a widely followed podcast and newsletter about how venture capital firms are built and scaled.
Tiffany Teng
Tiffany Teng is a product and marketing executive turned strategic operator who works on Strategic Projects for the CEO (fractional) at Jump, an AI assistant for financial advisors. A Stanford-trained student of how people make decisions, she pairs go-to-market and product marketing chops with a deep interest in behavioral psychology. She was named to the Innovate Finance Women in FinTech Powerlist 2020 and chairs the board of SaverLife, a nonprofit helping working families build savings.
Dan Zitting
Dan Zitting is the CEO of Nitrogen, the wealth management technology company formerly known as Riskalyze, best known for its Risk Number and advisor growth platform. Before wealthtech, he spent more than a decade building governance, risk and compliance software: he founded the cloud audit tool Workpapers.com, ran Galvanize (formerly ACL) as CEO and grew it to roughly $100M in ARR, and helped steer its roughly $1 billion sale to Diligent, where he served as Chief Product and Strategy Officer. He took the top job at Nitrogen in December 2023, focused on helping financial advisors reduce friction and grow through connected workflows and AI.
David Snider
David Snider is the founder and CEO of Harness, a New York wealthtech company that pairs people navigating startup equity, taxes, and estate decisions with a curated network of tax, financial, and legal advisers. Before Harness, he was COO and CFO of Compass, where he helped scale the real estate platform from pre-launch to a $1.8 billion valuation and raised every round from Series A through E. Earlier he invested more than $2 billion in deals at Bain Capital private equity and, as a college senior, wrote Money Makers, a finance primer built from interviews with leaders like Jamie Dimon and David Rubenstein.
Eden Ovadia
Eden Ovadia is the co-founder and CEO of FINNY, a New York-based AI prospecting platform built for financial advisors. A McGill-trained software engineer who worked in private equity and financial services at Boston Consulting Group, she launched FINNY in 2024 with Victoria Toli and Theodore Janson through Y Combinator. The company uses a proprietary F-Score to match advisors with high-intent prospects and automate outreach. FINNY raised a $17 million Series A led by Venrock in December 2025, bringing total funding above $20 million, and Ovadia was named to WealthManagement.com's Ten to Watch in 2025.
Ferdinand Roberts
Ferdinand Roberts is the founder and CEO of Asset Class, a fintech company building an end-to-end software platform for private capital firms - covering fundraising, investor relations, investor portals, deal flow, portfolio management and fund administration. A technology executive with more than 25 years in the sector and senior roles at Yahoo!, Cisco and Ariba, he launched Asset Class in 2020 after seeing firsthand how disjointed private-market operations were while running capital markets for a private equity firm. In 2024 the company raised an $11.6M Series A led by Canapi Ventures, serving 300+ funds and around $33 billion in serviced assets across offices in Dublin, New York, London and Atlanta.
Russell Feldman
Russell Feldman is the co-founder and CEO of IMTC, a New York-based fintech building cloud-based portfolio management software for fixed income teams. He took the CEO seat in May 2022 when IMTC raised its first outside capital led by Nyca Partners, and has grown the company from serving small RIAs to top-tier asset managers. Before IMTC he worked in institutional sales and client advisory at Deutsche Asset Management, an experience he says was his real education in how broken fixed income tooling was.
Samantha Malone
Samantha Malone is Chief of Staff to the CEO at Farther, the New York-based wealthtech that turned unicorn in early 2026 on the back of a $150M Series D led by General Atlantic. She joined roughly five months before the round closed - her first startup - after an MBA at Chicago Booth and stints at McKinsey, Skydio, GoDaddy, and Apple's global finance projects. A Bay Area kid who commuted through Santa Clara's business school a year early, she is the person building the deck, running the room, and stitching the operating rhythm as Farther scales past $23B in recruited assets.
Robert Clare
Robert (Bob) Clare is the founder, CEO and board chairman of Fispoke, a wealth-infrastructure startup he co-founded in 2023 with Nathan Berk. Fispoke gives independent financial advisors a white-labeled private banking layer - cash, credit, securities-based loans and mortgages - traditionally locked inside wirehouses and private banks. A Georgetown MBA, Clare spent years in operating and consulting roles at Bank of America, Cognizant and JDX Consulting before deciding the advisor channel needed banking tools of its own. Fispoke has raised roughly $5.45M and signed partnerships with Broadridge, Bell Bank, Wealthbox and Sage Home Loans.
Satayan Mahajan
Satayan Mahajan is the founding CEO of Datalign Advisory, a Cambridge, Massachusetts fintech that matches Americans with vetted fiduciary financial advisors using AI and human-centered design. An MIT alumnus and Media Lab pioneer, he spent two decades building motion-capture and gaming companies (Motus, iClub) before an eight-year run at Amazon as a GM and Head of Product. He returned to startup mode in 2024 when Cogo Labs founder Dave Blundin recruited him to lead Datalign, which has since referred more than $80 billion in assets across thousands of advisors.
Margaret Hartigan
Margaret Hartigan is the founder and CEO of Marstone, a Providence-based digital wealth management platform that banks and financial institutions white-label to deliver investing and planning tools to clients of all means. A former top-quintile Merrill Lynch financial advisor, she launched Marstone in 2013 to demystify and humanize finance, raised a Series B in 2024, and was named Innovator of the Year at the 2025 US Fintech Awards.