Wealth.com
@wearewealth
A combination of best-in-class estate planning technology, AI and human expertise to elevate the wealth management industry.
ID: 1392890959348703242
http://www.wealth.com 13-05-2021 17:14:39
526 Tweet
1,1K Followers
78 Following
Jason Pereira
@jasonpereira
Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹
Clay
@clayglobal
UI / UX + Web Design + Branding. Clients include Slack, Amazon, Meta, Coinbase, Snapchat.
ROBERT SOFIA
@robertsofia
CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
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
Jimmy Moock
@jimmymoock
managing partner, @StreetCred_PR girl dad, x3
VettaFi
@vetta_fi
VettaFi is a provider of indexing, data & analytics, industry leading conferences, and digital distribution services to ETF issuers and fund managers.
Redtail Technology
@redtailcrm
Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail
GV
@gvteam
Launched as Google Ventures in 2009, GV supports innovative founders moving the world forward.
Jenny Rozelle
@jennyrozelle
Estate & Elder Law Attorney / Owner of @INEstateLaw. ⚖️ Not legal advice. 🚨 Host @LegalTeaPodcast. 🎧 Owner @IndyFiduciary. 💌 Live on a cattle farm. 🐮
Diana Cabrices
@dianacabrices
chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @trustandwill • community @theadvisorgc
Jay Coulter, CFP® & CIMA®
@sjaycoulter
I build RIAs | 🎙️ @resilientadvsr Show | 🛠️ Building the Resilient Advisor Network
Barry Ritholtz
@ritholtz
Welcome to the Dopamine factory! Chair/CIO of RWM ritholtzwealth.com Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
eMoney Advisor
@emoneyadvisor
eMoney is the leading provider of technology solutions and services that help people talk about money.
WealthManagement.com
@wealth_mgmt
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.
joanne bradford
@jbradhere
Douglas A. Boneparth
@dougboneparth
President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: readthejointaccount.com
Schwab4RIAs
@schwab4rias
The Charles Schwab handle that provides news, insights, and updates relevant to independent investment advisors. tiny.cc/schwabdisclosu…
Jason Lahita
@jasonlahita
Founding Partner, @StreetCred_PR.
Elena Krasnow
@elenaspeaking
Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
〽️Melissa Joy, CFP®
@melissajoycfp
Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
FINART
@thefinartist
From Advisor to Brander | Branding and Design for Finance and Fintech | [email protected] |
FMG
@fmgsuite
FMG is the leading automated marketing platform for financial advisors providing an all-in-one integrated suite of marketing tools.
Thomas Kopelman 💵
@tkopelman
Helping 7 figure Entrepreneurs and executives in their 30s-50s build wealth. Co-Founder @AllStwealth . 22/23 Top 100 Advisor by @Investopedia
Jamie Hopkins
@retirementrisks
SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Anna N'Jie-Konte, CFP® 🇵🇷🇬🇲
@anjiekonte
Helping women to achieve financial independence since 2019 in Financial Powerhouse: The Club | Lover of all things 💰, food & culture | tweets ≠ advice
Wealthbox CRM
@wealthbox
Modern CRM for financial advisors. Get a free trial at Wealthbox.com.
Independent Advisor Alliance
@independentaa
Securities offered through LPL Financial, Member SIPC sipc.org.
justincastelli
@jus10castelli
helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
BluOceanGlobalWealth
@blueoceangw
We help our clients gain clarity & confidence about their financial lives. Our #BlueOceanStrategy is Education. #BeautyofFinance #IDFAAmbassador
Doug Gainous
@douggainous
Product Design Leader
Facet
@join_facet
Financial planning for every facet of your life.💸 Disclosures:bit.ly/3Qe2k3O
My Financial Coach
@mfc_planning
We are CFP® professionals with secure online tools and account aggregation platform
Independence Square Advisors
@isqadvisors
"An investment in knowledge pays the best interest." — Benjamin Franklin Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org
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.
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.
Lifeworks Advisors
@lifeworks_ria
We are an RIA and technology firm building the future of advice.
Intention.ly
@intention_ly
Finserv’s go-to growth consultancy and marketing agency. Firms come to us to help them break through the noise and reach their goals.
Future Proof
@futureproof_hq
Step Into a New Era of Wealth & Investment Management with Future Proof Festival, Future Proof Citywide, and Future Proof Retreat.
FinancialAdvisor.TV
@finadvisortv
▶️ Broadcasting The Advisor Evolution | Home of #AdvisorSpeedDemos #RIAStories #AdvisorOfficeHours #ETFStories #FinancialAdvisorStories with @sjaycoulter
AllStreet.
@allstwealth
virtual financial advice & investment management for our generation 💰 tweets ≠ advice | by @treytondotcom & @tkopelman
Allie Hexner
@allie_hexner
Executive Talent @GVteam. Partnering with founders moving the world forward.
Broc Buckles
@broc_buckles
Co-Founder | BC Brokerage | Insurance for Fee-Only Financial Planners | Fee-only advocate | Scuba Diver | Podcaster | We're making insurance suck less.
Chris Roberts 🐙
@snappychris92
@SnappyKraken 🐙 FinTech 🚀 Cymru Am Byth 🏴 Muay Thai 🥊 Can’t think of anything funny so I’m just filling this up with words #ImAFiduciary
Mahinaz
@mahinazspr
Public Relations Professional
Dr. Preston D. Cherry, CFP®
@drprestoncherry
Helping 6 & 7-figure GenX business professionals and owners build wealth. Founder @ConcurWealth. @CNBC Advisor Council. Top 100 Advisor by @Investopedia.
William Ruben
@_williamruben
SVP, Public Relations at @StreetCred_PR
Snappy Kraken
@snappykraken
Scaling financial advisor growth through: 🎨 Content 📊 Analytics 🖥️ Automation 🤖 AI The Most Innovative Marketing Company of 2024 - Financial Planning Mag.
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
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