Search results for “wealthtech”

#financialplanning #wealthmanagement #wealthtech

#Europe

Christine is a Chartered Financial Planner, a Qualified Pension Transfer Specialist, a Cert CII(MP) Mortgage Adviser, a EFPA European Financial Planner™ & a Fellow of the Personal Finance Society of t

#wealthtech #wealthmindset #wealthcreation #wealthmanagement

#Europe

Elisabeth Dana is the founder and CEO of new London-based Fintech Infinity Circle. She is an ex Wealth Management banker at Barclays and has been profiled as one of the new female tech leaders leading

#fintech #wealthtech #fintechstartup #assetmanagement #wealthmangement

#NorthAmerica

James Rockwood is the Founder and CEO of CapIntel. Driven by a passion to create a meaningful business that could impact millions of people’s lives, James set his sights on improving the wealth manage

#advisors #wealthtech #clientengagement #clientexperience #voiceoftheclient

#Northamerica

Julie Littlechild is the founder and CEO of Absolute Engagement, providing engagement technology that empowers advisors to drive engagement at scale by revealing and responding to the needs of prospec

#fintech #wealthtech #digitalwealth #revenuegrowth #embeddedfinance

#Europe

Transformational, results orientated senior executive offering a proven track record of significant accomplishments in the EMEA SaaS Fintech space. Deep expertise in building revenue functions and dri

#saas #fintech #regtech #wealthtech #wealthmanagement

#NorthAmerica

Mona Vernon has a proven track record of applying data and digital technologies to solve customer problems. Currently the Head of Fidelity Labs, the financial software incubator for Fidelity Investmen

#fintech #wealthtech #genderequality #womeninfinance

#NorthAmerica

Nicole Casperson is a journalist, podcast host, and founder of Fintech Is Femme, a media brand leading the charge to create an equitable and diverse industry.

#fintech #neobanks #insuretech #wealthtech #digitalbank

#Asia

Varun Mittal is experienced at the cross-section of digital business building and financial services in South East Asia and global emerging markets.

#fintech #wealthtech #wealthmanagement

#SouthAmerica

Yuryi is a bold innovator with a 20+ year history building and developing enterprise financial software, I provide the investment management ecosystem with growth-driven digital solutions that help bu