VRGL
@vrglwealth
Accelerating the client acquisition process for financial advisors and bringing transparency to wealth management #fintech
ID: 1499859434591424516
http://www.vrglwealth.com 04-03-2022 21:29:43
179 Tweet
198 Followers
497 Following
Oisín
@breen
Financial Journalist (@RIABiz), Poet & occasional narratologist Buy my work here: linktr.ee/OBreen Shares financial work, poetry & musings many.
Sundance Film Festival
@sundancefest
2026 #SundanceFilmFestival: Jan 22—Feb 1 in Park City and Salt Lake City, Utah
Jon Najarian
@jonnajarian
Co-Founder @marketrebels | #Stocks #Options | TV & Streaming Star | @ChicagoBears LB | Expert on The Multiverse & Metaverse | Inductee into OIC Hall of Fame
Jim Cramer
@jimcramer
Host of @madmoneyoncnbc and I run the CNBC Investing Club. Follow along and join my mailing list at cnbc.com/investingclub/…
Tadas Viskanta
@abnormalreturns
Director of Investor Education at Ritholtz Wealth Management LLC and Editor of Abnormal Returns.
Ben Jones
@benjaminwjones
Mat Silverstein
@matsilverstein
helping entrepreneurs build their wealth and keep it. eating finance with LLMs. rxvip, business vacation, prev cofounded wealth factory
Hesom
@hesomparhizkar
Startup Co-founder/Executive, investor, nba fan
Guy Adami
@guyadami
Co-Founder RiskReversal 📺@CNBCFastMoney Original 🎙@OnTheTapePod NYC 2012 @IronmanTri Proud @Georgetown Alum Former Vice Chair @llsnewjersey Board @mrktcall
Anthony Isola
@ateachmoment
Financial Advisor at Ritholtz Wealth Management. Self-Appointed protector of K-12 403(b)’s. Opinions are my own and not to be construed as investment advice.
FinFolio
@finfolio
Portfolio management and trading software solution for professional wealth managers. #fintech #wealthtech
Doug Lynch,CFA,CFP®
@douglasmlynch
Fee-only financial advisor. CFA, CPA, CFP.
Brad Johnson
@bradleyjohnson2
CIO of Evergreen Capital | Alternative Investments | Not investment advice.
Ben Carlson
@awealthofcs
Trying to bring some common sense to the world of finance. Book: amzn.to/1FmQOXf Podcast: awealthofcommonsense.com/podcast/
Allen Gibson, CFP®, ChFC, CRPC, CDFA, BFA, RSSA
@algbsn
Gibson Wealth Advisors, LLC Registered Investment Advisory Firm. Planning, not predictions or products
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 💕
Caroline Pugh
@caroline_pugh
Era. Builder. Have a vision. Be kind. Life is the small things.
Eric Rife, CFP®, CPWA®
@imericrife
Financial Planner. Helping high income Millennials understand wealth preservation. Tweets are not advice.
Andres Mazabel
@andresmazabel
Head of Advisor Sales at @trustandwill | Helping advisors have access to a modern Estate Planning platform I Alumni of @SDSU, @JPMorgan, @WellsFargo
7Twelve Advisors
@7twelveadv
Consultants in asset creation/management. Not investment advice. Not an Investment Advisor. 🇺🇸
Ed Woehlcke CFP®
@edwoe12
Helping clients fulfill their dreams, while living mine
Steven L. Kane, CFP®, CPA/PFS™, CDFA®
@fiduciaryadvice
CFP®, CPA/PFS-Dimensional Fund Adviser-Fee-Only CPA Financial Planner, Investment and Income Tax Adviser. Tweets, links/retweets are not advice or endorsements
Alex Cohen
@anothercohen
Now: Co-founder @hellopatient | Previously: Led consumer and growth product @carbonhealth
barron branch
@barrontbranch
Father & Husband. Financial Advisor. Coffee Addict. Sports Fan. Opinions are my own. Not Advice.
Joe Duran
@duranmoney
Husband, father of 3 daughters, risk-taker & yogi, inspired by motivating discipline & change. Improving the world of wealth and fintech.
Alison
@alisusko_alison
Vice President of Community at Asset-Map
Julie Johnson XY Communication-😎
@juliejohnsonxyc
⬆️ #TRUST, Deeper Engagement. BeFi, FinPsy. Super Power🟰 increasing #connection with #generations #genders ⬆️connection =⬇️stress #speaker #coach
TJ Hill
@tjunior1014
VP of Marketing at @AssetMapLLC. Go Birds.
Irving Mejia-Hilario
@irving_mejia_
Agencies and Labor / General assignment reporter for @SBJ | Any/all |
Andrew Ladwig
@ladbiz
Golfer, Spartan, #FinTech and #FinServ, Director of Business Development at @wealthbox
Dave
@officiallydave_
Faith & Family | Finance & Politics | Always attempting improvement | Plan for change | 1 Peter 2:3 | Tweets ≠ Financial Advice
ARQA
@arqa_ai
Next-level wealth management for RIAs, family offices, and HNW individuals.
Bill Ackman
@billackman
CEO Pershing Square, Co-trustee @PershingSqFdn
Sidney Snyder
@sidlsnyder
Digital Marketing Manager in the #wealthmanagement space - helping brands tell their story one tweet at a time 📲
Caribou
@caribou_wealth
We see a world where healthcare doesn’t get in the way of living ✨ Healthcare planning software for the financial services industry.
Beth
@beth_rubinoff
The Beth Time Ever | Business Development at @wealth_mgmt
Scott Burns
@scottburnssal
The creator of Couch Potato investing and 40 years of personal finance columns is retired but Still At Large. (Well, writing less but Still At Large.)
@shapingwealth
@shapingwealth
The leading learning & development platform for human-first financial guidance. Our vision: Funded contentment for everyone.
guy penn
@guympenn
building @ core planning ○ gmpenn.com ○
Three Crowns Marketing
@threecrownsllc
Award-winning marketing partner for #Finserv and #Fintech. Premium websites. Custom brands. Attention-grabbing content.
Prosperitas Wealth Management LLC
@prosperitaswm
Financial Planning - Investments - Insurance
Matt Smith, CFA®, CFP®
@concertfinplan
Financial Planning for When Life Goes Live. Designed for BigLaw Attorneys. BigLaw Financial Planning Brief Here: bit.ly/BigLawBriefTwi…
René R. Farrington
@renerfarrington
René R. Farrington, Certified Financial Planner™ Securities offered through LPL Financial, Member SIPC sipc.org.
Stephanie Bogan
@steph_bogan
Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
AcquireUp
@_acquire_up
Delivering financial professionals measurable growth through immersive educational seminars, cutting-edge technology & expert client relationship nurturing.
Jared Machen, CFP®
@jaredmachen
COO @ Brownlee Wealth Management | Fort Worth | Tweets 🚫 Advice
Nicole Davis
@wifemomcpa100
Wife to 1, mom to 5 & CPA to many | Speaker | Coach | I share my journey of being a firm owner with the hubs & 5 children | Forbes Top 200 CPAs | #WomenTalking
Inv Mgmt COO
@scomacdonld
Helping keep the trains run on time with PE, VC, Hedge and long strategies. Random fact man. Sarcasm often implied. Host of Investment Management podcast
Savvy Wealth
@savvywealthinc
Savvy Wealth Inc, a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy).
The AGC™
@theadvisorgc
A private, online community for financial advisors looking to grow personally & professionally with their peers. Co-founders: @jus10castelli & @definefinancial