Vestorly (Acquired by @FMGSuite)
@vestorly
Vestorly’s Content Management Engine enables organizations to discover, filter, and personalize the right content to the right person at the right time.
ID: 220816612
https://fmgsuite.com/ 28-11-2010 22:39:04
1,1K Tweet
3,3K Followers
1,1K Following
Bill Winterberg, CFP®️
@billwinterberg
You can find me over on LinkedIn and also on the 🦋 site
Brian Kelly
@brianrkelly
Chattanooga REALTOR/Broker- (let’s build Private & Local AI Assistant) PREMIERE Group of REAL Broker - Team Leader, licensed in TN & GA
Ryan Shanks
@ryanshanks
Chief Growth Officer of @ApollonWealth | Proud Father | Platform Tennis Addict | 🤘🏼 #Inspire #Empower #Lead #WealthManagement #Fintwit #HookEm
Jude Boudreaux CFP®
@hjudeboudreaux
Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Joel Bruckenstein
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Financial Services Technology Journalist and Consultant
Financial Planning
@finplan
News, analysis, insights and data for financial advisors
Orion WealthTech
@orionwealthtech
Power your growth and scale your business with Orion’s fully connected technology and investment solutions. bit.ly/3oTnWu7
Craig Iskowitz
@craigiskowitz
CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Matt Ackermann
@acketyack
Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC sipc.org sipc.org
WealthManagement.com
@wealth_mgmt
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.
NelsonHall
@nhinsight
NelsonHall is synonymous worldwide with excellence in #BPS & #outsourcing advisory and research services #BPO #ITservices #automation #RPA #HRO #RPO #CXservices
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
Tolerisk
@tolerisk
The most robust 2-Dimensional risk tolerance assessment tool. Built by advisors, for advisors.
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Hannah Moore, CFP®
@thehannahjmoore
🧮 Number loving creative 💝 Financial Planning Evangelist 🚀 Changing the way people think and talk about money
justincastelli
@jus10castelli
helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Jess Bost, CFP®
@lady__bost
Let's Step Forward Together.
Wreetaw
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100% that bitch | 0% your problem 💅✨
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Peace to the world
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Briana Nimmo
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Like those sparkling things, such as winter snowflakes and stars in the sky, your eyes.
PRCInvestors
@prcinvestors
The PRC Investor Network was created for accredited investors and groups that want to build a great passive income stream through commercial investing.
William Madison Advisors
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JMfromA2
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Denai Rosen
@denai_rosen
Take your business to the next level with Digital Marketing 🚀
Align5
@align_5
We help Growth Entrepreneurs establish a strategy for scaling their businesses and prepare for a Strategic Exit.
HX Digital
@hx_digital
Emily Sewell
@em_sewell_