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February 2023 Riskalyze Fintech Five

A focused take on wealth management technology from Riskalyze's Aaron Klein.

Adam antoniadesGavin spitznerMarty bicknellAdam greenSteve grossRiskalyze fintech fiveAsset managementYieldx president steve grossState streetMap partnersFunding from flyoverFlyover capitalWealth consulting partners

Gavin Spitzner, President of Wealth Consulting Partners, Has Died

He had recently announced he was being treated for acute myeloid leukemia (AML).

United statesGavin spitznerSuzanne siracuseJay coulterChristine benzTina powell beintentionalOhio state universityPrudential wealth management solutionsWealth consulting partnersBento engineTina powellDani fava

Gavin Spitzner, President of Wealth Consulting Partners, Has Died

He had recently announced he was being treated for acute myeloid leukemia (AML).

United statesGavin spitznerSuzanne siracuseJay coulterChristine benzTina powell beintentionalOhio state universityPrudential wealth management solutionsWealth consulting partnersAcute myeloid leukemiaBento engineTina powellDani fava

Sustaining, Enduring and Thriving Through Crisis

During a panel at MarketCounsel's Summit, panelists detailed challenges and triumphs facing cancer, death and abuse.

Jonathan deyoeGavin spitznerMarc nicholsJohn hylandAdvisor groupMindful moneyMarketcounsel summitWealth consulting partnersPrivate advisor groupArbor digital

Three Standouts From AdviceTech Live 2022

Lasso, IncomeConductor and Bento Engine stood out from the AdviceTech.Live virtual demos pack.

Philipp heckerMarty bicknellShannon euseyPhil lubinskiSheryl oconnorGavin spitznerAnton honikmanAdam holtKelly waltrichOrion advisor solutionsDecumulation technologyTech livePresident becca longSherylo connorSocial securityMicrosoft dynamics

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