August 2022 Riskalyze Fintech 5
Wealth Management
AUGUST 4, 2022
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
riskalyze-fintech-5 
67 
July 2022 Riskalyze Fintech 5
Wealth Management
AUGUST 4, 2022
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Join 74,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
After decades in the financial services industry, Matt founded Benjamin, an AI fintech company that serves the financial advisor industry. He advised the White House on banking policy and has been named one of the Top 5 Fintech Influencers to Follow. You can check Sam out on YouTube here. . Michael Kitces. Jim Marous.
36 Top Influencers for Financial Advisors in 2022
Indigo Marketing Agency
JANUARY 17, 2022
He advised the White House on banking policy and has been named one of the Top 5 Fintech Influencers to Follow. Ron Shevlin Ron Shevlin is the Managing Director of Fintech Research at Cornerstone Advisors. If you’re looking to stay on the cutting edge of the fintech industry, follow Ron on Twitter.
Let's personalize your content