Doug Fritz
@dougofritz
Founder & President @ F2 Strategy
ID: 20635397
11-02-2009 22:29:59
434 Tweet
284 Followers
221 Following
Rajesh Jayaraman
@rajeshj
Founder @ Flextract. Fintech guy. So much time is wasted copying from PDF and pasting into Excel. We should probably stop doing that.
Lucas Englehardt
@lucase
China based entrepreneur. Passionate about startups, new media, internet culture and social responsibility. Vegetarian.
Tina Powell
@tinacpowell
Partner | Marketer | Chief of Community @intention_ly 🎙️ Host of In The Suite | TEDx Speaker 🫁 Living Powerfully + Unapologetically with Stage 4 #LungCancer
Marie Swift
@marieswift
Marie Swift is a PR and Marketing professional serving the financial services industry: More at MarieSwift.com and ImpactCommunications.org
Bawlout Productions
@bawlout
Bawlout Productions
David Armstrong
@djamesarmstrong
Executive content director for @InformaConnect Wealthmanagement.com
John Wernz
@johnwernz
Marketer, Advisor, Investor, Volunteer; Fintech boards @lifeyield @pocketnest, @BankWithChoice Non-profit boards pinkyswear.org, @ThankMnTroops
YCharts
@ycharts
Enabling smarter investment decisions & better client engagement. Free trial: bit.ly/ychartstrial #YCharts
Gavin Spitzner
@gspitzner
President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
VettaFi | Advisor Perspectives
@advperspectives
VettaFi | Advisor Perspectives has moved! Follow @Vetta_Fi for investment research, interactive data-driven tools and insights! #VettaFi
Craig Iskowitz
@craigiskowitz
CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Samantha Allen
@samanthajoallen
Marketing leader and author of the #DigitalDebrief. Passionate about telling brand stories online. Runner. Mom. Relentless Husker fan. She/her | Gryffindor
Daniel Crosby
@danielcrosby
Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Vijay Rao, CFA, FRM
@vjrao1
Former: Founder & Chief Investment Officer of Just Invest, LLC (acquired by Vanguard)
ali hibbs
@alihibbs
Seeker of truth, maker of trouble, reader of books, compulsive autodidact and aspiring bodhisattva.🦋 Reporter at MT Newswires.
Elena Krasnow
@elenaspeaking
Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Dave Hatch
@hashtaghatchtag
Certified Funny Person | Mediocre 4 All
Cheryl Nash
@cherylnash2
Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
Jason Wenk
@jasonwenk
Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Aaron Schumm
@aaronschumm
Trying to fix a problem. @Vestwell (Founder, CEO), @FolioDx (Co-Founder, Acq by @EnvIntel), @Quovo (Acq by @Plaid), @Vestorly, @WeAreOfColor
Diana Britton
@diana_britton
Managing Editor, WealthManagement.com Host of The Healthy Advisor, a podcast about advisors' personal wellbeing and healing
Shannon Rosic
@shannonrosic
NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYR
Torie Happe
@toriehappe
Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Katie Rass
@think_katierass
Executive managing editor @ThinkAdvisor. Ex-@nytimes, ex-@DowJones, Xennial. Mom of twins+1. Silence is golden but shouting is fun.
Julie Johnson XY Communication-😎
@juliejohnsonxyc
⬆️ #TRUST, Deeper Engagement. BeFi, FinPsy. Super Power🟰 increasing #connection with #generations #genders ⬆️connection =⬇️stress #speaker #coach
Sean Brown
@sean_ycharts
Head Coach @YCharts. Notre Dame & Stanford fan. Entrepreneur. Process nerd. Avid reader. Nothing tweeted is financial advice.
Liv Gagnon 🎵
@livgagnon
Co-founder @hellochoir | Committed to putting underrepresented Voices on conference stages | PR & Brand specialist for mission-driven co's
Patrick W. Hannon
@patrickwhannon
Patrick Berry
@patrickdberry12
Anthony Stich ☁️ #MrPurple
@anthonystich
EMD at @MarketCounsel. Formerly @InvestCloud & @NaviPlan. Investments in @SecuritizeRIA, @AdvicePay, and @SeedsInvestor. Someone long ago called me #MrPurple.
Future Proof
@futureproof_hq
Step Into a New Era of Wealth & Investment Management with Future Proof Festival, Future Proof Citywide, and Future Proof Retreat.
StreetCred PR
@streetcred_pr
Financial Services meets Credibility Marketing. #PR is a contact sport - raise your communications game by adding our talents to your team and play to win.
T3 Technology Tools
@t3techhub
The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
Helen Yang, CFA
@andeswealth
FinTech Entrepreneur. Winner of prestigious Harry Markowitz Award. Community leader.
Jazmyne Swift
@swiftjazmy92743
Sofie
@sofie413673
Luna Rice
@rice_luna21746
Cirxee
@cirxee9469174
CollationAI
@collationai
Powerful AI WealthTech that is specialized in reducing operational costs, improving workflow efficiencies, and increasing client retention for wealth managers
Lauren Reilly
@reil75874
Account Coordinator @StreetCred_PR
Ila Brown
@brownila14674
Trevor Johns
@trevor_joh86317
Isabella Swaniawski
@swaniawski83442
smart girl
@elawxui160
Every morning when I wake up, I am grateful for your company.
351Conversion
@351conversion
Connecting Investors With New ETFs to Participate in an IRS Section 351 Exchange to Defer Capital Gains Taxes.
Trored
@trored9kgjot0
Be yourself, it doesn’t matter if you don’t do well, you will always make some mistakes, and in life, there will always be regrets
Savannah Munholland
@savannahmm99
Account Coordinator @StreetCred_PR
Demand Ignition
@demandignition
Marketing consultancy for investment management with an affinity for alternative asset classes and product structures
LastKi
@lastki313638
MaxÏ BBS
@maxi_bbs
World explorer
Neaserdouth
@neaserdouthm3s
AidanStreetCred
@aidanstreetcred
Ellen
@elleno_pr
Imagine
@kikukawahi34339
AfraBush
@vcef8thjf2yy2ks
Alex Lynn
@alexdoespr
communicating to win 👩🏻💻 forever an athlete 🏐⛳️ 20 countries and counting ✈️
Phyllis
@phyllis_simonse
Prateek Prakash Karan
@penmankaran
Author
Mahinaz
@mahinazspr
Public Relations Professional
Donna
@cathey_donna74
Emma Smith
@emmacurean
Partner @StreetCred_PR. Dual citizen 🇬🇧 🇺🇸 Military history & @NatlParkService enthusiast. Amateur sailor, scuba diver, skeet shooter. Metalhead.
AdvisorEngine
@advisorengine
Wealth management technology to power growth: AdvisorEngine is an all-in-one platform helping financial advisors scale and grow their business.
Bahman Karimzadeh
@bahman_arc
Dann Marty
@marty2dann
Just a troll
JLC
@jamlclark
🇨🇦 🥌 📚🍝🍫🗺🏔
Julie Muckleroy
@juliemuckleroy
Work = global banking, fintech, AI, ML, digital transformation, marketing leader. Life = Momma, creative explorer, insatiable learner + ADHD superpowers.
Pascal WealthTech
@pascalwealthtec
Digital solutions for financial advisors. Integrated Advisor Success Platform | Behavioural finance InvestorEQ | Client engagement & loyalty Living Wealth
Meaghan McNichol
@meg_mcnichol21
Operations Manager at @StreetCred_PR - Based in Vermont 🪴💚
Fabric
@fabricrisk
Risk aware portfolio design to safeguard your client's future. Customized to meet each client's personal goals. Powered by MSCI's industry-leading technology.