People

AdvisorTech

93 people · Founders and teams building tools

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PersonCompaniesCategoriesLinkedIn followers
Jimmy (MrBeast) Donaldson
Founder of MrBeast Financial
—
839,343
Michael Kitces✓
Chief Financial Planning Nerd
126,942
Samantha (Culovic) Russell
Helping financial advisors grow & enterprises scale through marketing strategies that actually work| Speaker | Consultant | Chief Evangelist @ FMG | Follow for daily marketing tips
56,163
Michael Batnick✓
Managing Partner at Ritholtz Wealth Management
42,588
Jason Wenk✓
Founder & CEO at Altruist
27,017
Matt Halloran
Chief Evangelist @Zocks, the #1 AI Assistant for Financial Services | Top 10 Most Influential People in Financial Services | TEDx Speaker | The Human Voice of AI in the Industry.
26,181
Adam Knorr
Getting financial advisors millions of dollars & impressions | $150+ million in AUM pipeline for advisors on LinkedIn | 120+ million client impressions | 500+ meetings booked | Co-Founder at InfluenceLab
21,618
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21,158
Matthew Jarvis
Building multiple $1m+ lifestyle practices.
20,939
20,612
19,759
15,129
Ritik Malhotra
Founder and CEO, Savvy Wealth
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15,034
Jason Pereira
Financial Planner, Portfolio Manager, Entrepreneur, Lecturer, Fintech Expert, Writer, & Podcaster
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14,580
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14,409
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13,939
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12,785
Tyrone Ross Jr.✓
CEO and Founder of @Turnqey Labs, Inc. | CEO @401 Financial, Inc.
12,563
Eden Ovadia
Co-founder & CEO at FINNY | Ex-BCG | Forbes 30 u 30 in AI | AI Engineer
12,458
Tom Anderson
Founder & CEO Anasova
—
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10,939
Patrick Kelly✓
CEO of Signal Advisors
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9,492
Diana Cabrices
Fractional Chief Evangelist to B2B Wealthtech Brands | Speaker | Latina + Female Founder | Award-Winning Marketer | Product Demo Queen
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9,148
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8,741
Victoria Toli
Co-Founder @ FINNY | ex-Uber, Stanford | Forbes 30u30 in AI
8,444
Adam Jonah
Entrepreneur
7,580
Geoff Moore✓
CIO - Chief Information Officer @ Valmark Financial Group (BD, RIA, BGA)
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7,384
Alan Rhode✓
Private Wealth Advisor at Modern Wealth
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7,379
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7,046
Parker Ence
CEO & Cofounder | Jump Advisor AI
6,802
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6,523
6,264
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5,925
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5,851
Liam Hanlon
Vice President, Strategy & Head of Insights @ Jump | AI for Financial Advisors
5,819
Ryan George
Purpose-Driven Leader | 3x Revenue Builder | B/D & RIA Growth, AI Strategy, Revenue Marketing
5,815
—
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5,257
Austin Guest
Head of Sales | Seed Investor
—
—
4,758
Jake Romine
White-Glove Booked Appointments for Modern Wealth Managers
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4,511
4,451
4,332
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—
4,085
Shakeel Lala
Co-founder of Marloo - the AI partner for Financial Advisers
3,564
Abdennour Aissaoui
Benchmarks & KPIs for advisory firms
3,467
EncorEstate Plans
Your Back Office Estate Planning Team 😎
3,351
Theodore Janson
Co-Founder @ FINNY
3,111
Jeff Juracka
Jeff at the Desk | RIA Sales @ YCharts
2,900
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2,765
Micah Shilanski✓
Financial advisor at Cwm, LLC
2,681
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2,549
Patric Glassell
Chief Growth Officer @ Kwanti
2,500
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