Bill Crager

As CEO and co-founder of Envestnet, Bill Crager has been at the forefront of bringing new and innovative technology solutions to market developed specifically to meet the needs of financial advisors—and put their clients on tailored paths to financial wellness.

Bill Capuzzi

As Chief Executive Officer of Apex Fintech Solutions, Bill has led dedicated efforts to evolve the industry as consumer demands and technology advances intersect—and has strongly set a vision and strategy to identify new areas of growth and opportunity.

Mike Alexander

As President of Wealth Management at Broadridge Financial Solutions, Mike has grown Broadridge’s Wealth solutions into an integrated, market-leading business that uniquely addresses firms’ needs to transform their technology and business models.

John Wise

As Co-Founder and CEO of InvestCloud, John is a hands-on visionary setting the business strategy, planning the company’s growth and charting the ambition for the business and architecting an organization that thrives on drive, service, and innovation.

Eric Clarke

As founder of Orion, Eric created the vision underpinning a strategy that has taken Orion from its roots as a portfolio management software vendor to a growing, end-to-end wealthtech platform—and oversees the many brand entities that comprise Orion.

Aaron Klein

Aaron is co-founder and CEO of Riskalyze, the company that invented the Risk Number and the world’s first Risk Alignment Platform—and built the industries’ premier Risk Analytics and Trading platform, serving thousands of advisors across the country.

Evan Rapoport

As Founder/CEO for SMArtX, Evan leads the firm in its strategic direction and technological development roadmap, keeping the firm on the cutting-edge of managed accounts solutions and driving the advisory industry to a higher standard.

Dr. Vinay Nair

TIFIN went through a transformational change in 2020, and Vinay was visionary in seeing the value in TIFIN was in its synergies to create a robust inter-connected platform to build a personalized advice platform for growth.

John Lunny

Since co-founding Vestmark—a leading provider of portfolio management software and trading solutions—in 2001, CEO John Lunny has worked tirelessly to uphold its corporate mission to help advisors better deliver holistic, sophisticated and personalized financial advice.

Anthony “Tony” Stich

Published in and featured on numerous global outlets, Tony has swiftly become a thought leader in the fintech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly changing industry.

Susan McKenna

As Head of Marketing and Business Development at eMoney Advisor, Susan brings more than 30 years of experience in helping companies grow and scale—and is responsible for all revenue-generating activities from research and planning to execution and analysis.

Justin Boatman

Before becoming chief marketing officer at Riskalyze, Justin started as Riskalyze’s first Director of Marketing, at the age of 25—and now oversees the end-to-end marketing strategy and team that generates demand and tells the story of the product lineup.

Alex Smith-Ryland

As Chief Marketing Officer since the company’s inception in 2013, Alex is a member of the executive team and is responsible for leading, managing, and implementing the SMArtX marketing strategy to grow market share and lead to the company’s long-term success.

Niharika Shah

As the fractional Chief Marketing Officer across TIFIN and its portfolio of operating companies. Niharika was responsible for establishing the messaging and positioning of TIFIN and overseeing the initial go-to-market plans for Magnifi, Clout, and Positivly.

Mustapha Baassiri

As Orion’s CTO, Mustapha Baassiri guides the evolution of Orion’s advisor-facing solutions and is responsible for the continual review and improvement of Orion’s infrastructure, supporting both Orion’s external partners and the firm’s internal processes.

Bo McWilliams

Hugh (Bo) McWilliams is responsible for First Rate’s data centers, infrastructure, data processing operations, and security. He also oversees client recruiting and retention, as well as the evaluation of new business opportunities for the division.

API Strategy

eMoney is continuing to transition from credential-based data aggregation to application programming interface (API)-based data aggregation to better protect confidential client credentials and give end-clients more control over how and where their data is used.

AI Data Aggregation

First Rate developed an artificial intelligence and machine learning engine called ArtIE, an event-driven, containerized solution designed to ingest and aggregate data from structured and unstructured sources.

ByAllAccounts Personal Financial Management Tools

The Morningstar ByAllAccounts data aggregation product offering has been expanded to include a client facing portal with Personal Financial Management (PFM) tools to empower investors with a holistic view of their financial situation.

Direct Access Fund

Building on Cadre’s distinctive combination of institutional experience, proven performance and groundbreaking innovation, the Cadre Direct Access Fund provides a wider pool of individual investors with unparalleled access to a diversified portfolio of institutional-quality commercial real estate assets.