T3 Technology Tools
@t3techhub
The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
ID: 718141059532857344
http://T3TechnologyHub.com 07-04-2016 18:19:05
4,4K Tweet
4,4K Followers
2,2K Following
Michael Gant
@mgant
Financial Advisor. Lifelong Badger and Packer fan! Interested in travel, tech, good food, live music, and the occasional round of golf..
Finology Software
@finologytech
All-in-one solution for student loan planning for financial advisors.
Aaron Klein 🇺🇸
@aaronklein
Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Former CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Tyrone V. Ross Jr.
@tr401
CEO and Founder of @TurnqeyLabs • President and Founder @401Financial
Carl Richards
@behaviorgap
Pay attention to money and your relationship with it will change.
MichaelKitces
@michaelkitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
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
Steve Chappell
@schappelljr
Passionate about world-changing ideas and inspiring healthy habits. Cyclist. Father.
Doug Fritz
@dougofritz
Founder & President @ F2 Strategy
JConnelly
@jconnellynyc
JConnelly is a leading integrated communications and digital media agency where your brand is understood, enhanced & fiercely protected.
Craig Iskowitz
@craigiskowitz
CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Jonathan Perrin, CFP®
@jperrin46
Oklahoma State Alum | Ex Pro Pitcher ⚾️ | CERTIFIED FINANCIAL PLANNER™ | Tweets are not advice
Samantha Allen
@samanthajoallen
Marketing leader and author of the #DigitalDebrief. Passionate about telling brand stories online. Runner. Mom. Relentless Husker fan. She/her | Gryffindor
Brandon Gage
@brandonleegage
SVP Technology United Capital Financial Advisers
WealthManagement.com
@wealth_mgmt
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Daniel Crosby
@danielcrosby
Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Cheryl Nunn MBAe™, Business Advisor
@cherylnunn
#StartUp | #CEO | #CFO | #MBA | 🌱 Biz Growth Strategies | Former Legislature Candidate Subscribe to my newsletter at citizenactionletters.substack.com
Chris Caruso
@chrismcaruso
Co-Founder & Managing Partner At Veritas Wealth Partners LLC
Matt Audette
@maudette2
Chief Financial Officer, LPL Financial. Member FINRA.org & SIPC.org
Sheryl Hickerson 🙋🏼♀️
@bionicsocialite
CEO & Founder of @FemalesNFinance - a 5000+ #FinServ Network | Wife to Darrell | Mom to 5 | Grandma to 14 | I love Miss Mable the Aussiedoodle 💕
Chelsea Ransom-Cooper, CFP®
@chelsea_cfp
Empowering women to build wealth through equity! 💸 Founding Partner & Financial Planner @networthzenith | Investment News 40 Under 40 | Young Advisor to Watch
AdvisorHub
@advisorhubinc
Breaking news, unvarnished commentary and compensation information for financial advisors
Jeff Levine, CPA/PFS, CFP®
@cpaplanner
Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, Kitces.com | Dad x3 + husband | Opinions are my own
Elena Krasnow
@elenaspeaking
Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Nicole Casperson
@nicolecasperson
Founder & CEO Fintech Is Femme Media ✍🏽 Podcast Host🎙️ Opinions @Forbes, Global Speaker, Professor, AAPI 🇵🇭 Debut Book: Fintech Feminists coming fall 2024!
FINART
@thefinartist
From Advisor to Brander | Branding and Design for Finance and Fintech | [email protected] |
Larry Shumbres
@larryshumbres
🧗 Fun Dad! 🤪 Athlete 🏃🏼Entrepreneur #FinTech #AI #ArchiveIntel | #Entrepreneur 👨🏼💻#Compliance #RegTech #H2P #BlueOcean @aiarchiveintel
Clarus Wealth Ltd
@claruswealthltd
Clarus Wealth are a fully independent Chartered financial planning and wealth management firm with offices in Surrey and Somerset.
Zach Melloh, CFP®
@zachmelloh26
Wrestling Coach. Marathon Runner. CFP®. Comprehensive financial planning for business owners and highly compensated employees. Book an intro call:
Jamie Hopkins
@retirementrisks
SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
3xEquity
@3xequity
The Authority on Financial Advisor Transitions and Practice Valuations. Our online transition tool helps you secure offers from top BDs. Free & 100% anonymous!
Jess Bost, CFP®
@lady__bost
Let's Step Forward Together.
david evensky
@evenskydavid
Caitlin Cook 🌓👟
@deadcaitbounce
Stillness is death • Helping people build healthy habits @MoonwalkFitness • Fitness/Photography/Crypto
FinTrak Software
@fintraksoftware
We're an award winning FinTech company bringing solutions on Core Banking, IFRS, MPR and more. We deploy across Africa. Support & Customization is our DNA.
Liz Ann Sonders
@lizannsonders
Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: aboutschwab.com/social-media
Dori Thomas
@dorirthomas
Event Coordinator l Marketing Professional l Creator l Community Volunteer
Anthony Stich ☁️ #MrPurple
@anthonystich
EMD at @MarketCounsel. Formerly @InvestCloud & @NaviPlan. Investments in @SecuritizeRIA, @AdvicePay, and @SeedsInvestor. Someone long ago called me #MrPurple.
Wasatch Capital Advisors
@wasatcha
Build a relationship with a fiduciary, "Fee Only Financial Advisor." As your business & life change, we will help you make wise business & financial choices.
YourStake
@your_stake
YourStake is on a mission to make scalable personalization easy to implement into your practice.
Zach Lindgren
@lindgren_zach
Using Technology, accelerating the growth of Wealth Management firms • #FinTech #innovation #GirlDad
Income Lab
@weareincomelab
Income Lab is the only provider of software for true dynamic income planning for financial advisors. Our mission is to revolutionize retirement planning.
Abundo Wealth
@abundowealth
🤏 Minimize Fees✈️ Maximize Life *Comments are not individual advice. Consult with the proper tax, legal, financial professionals for your situation.
Equita Financial Network
@equitafn
Committed to changing the financial planning industry with a community that empowers women advisors to do their life’s work and build thriving businesses.
Lumiant
@lumiant_io
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances
Dani Fava
@danifava_carson
Seeking Financial Wellness for Everyone. And 90's rap battles from anyone. goo.gl/cfUato
OFC Wealth Management
@ofcwealth
Fee-only Comprehensive Financial Planning & Wealth Management boutique firm dedicated to empowering clients and providing ongoing financial guidance
HHAdvisor
@hhadvisor
Content 151
@content151
The next best thing to doing your own marketing. Built for financial advisors.
CodeRed
@codee_red_
I’m here for the market news
Sora Finance
@sorafinanceus
AI-driven debt financing platform (consumer and small business) empowering advisors and their clients with the best market rates and holistic debt management.
Milestone Advice Group
@judimohrcfp
Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Ashley Quamme, LMFT, FBS®, CFT-I™️
@bamconsults
Financial Behavior Specialist 👩🏼💼 | Financial Therapist 🛋️ | Speaker 🎤
Peter Ciravolo
@peterciravolo
Only Fee-Only Podcast | BC Brokerage | Travel. Food. Golf.
Drive Technologies
@drivetechuae
🚘Driving businesses forward with innovative solutions. Unlock your company's full potential with our tailored services.🤩
Joey Santos-Jones
@joeysantosjones
Director of Editorial Content for @usa_retirement. Editor of Plan Consultant Magazine. Bad Golfer, Avid Runner and @RedSox Fan.
FinWise
@finwiseapp
Trying to enable people to become more financially healthy, and free.
FA Magazine
@famagazine
Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. fa-mag.com
The White Report
@thewhitereport_
Designed to provide entrepreneurs in the independent investment advisory and financial planning fields with a myriad of ideas to fuel business success.
CCybulski, CFP®
@cybulski_c
Former journalist current Financial Planner and CFP® helping business owners and equity compensated folks who need a plan, process, and partner.
Zocks | AI Meeting Assistant for Advisors
@zocksio
The AI Meeting Assistant for Financial Advisors Try it today: zocks.io
Morgan Ranstrom, CFA, CFP®, CEPA®
@morganranstrom
For Entrepreurs: Business + Wealth + Purpose + Family Published Author of 'Money with Purpose: Receive the Dividends of an Undivided Financial Life.'
Advintro
@advintro
Outsourced, fractional #fintech sales and business development
Prota Financial
@protafin
Organize your Finances. Build a Plan. Grow your Wealth. As a Dave Ramsey SmartVestor, our goal is for you to be secure in your financial life.
Samantha Russell 👩🏼💻
@samanthatwenty
Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Trust & Will
@trustandwill
Modern estate planning and probate to help every family leave a legacy. 💙
Sonya Dreizler
@sonyadreizler
Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
PENNY PHILLIPS
@thrivosllc
Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American