TF
advicer.bio/timothycfarley

Timothy Farley

Principal/Wealth Advisor at Tempo Wealth

Verified advisor · CRD 5741616
Tempo WealthFounder · Principal/Wealth Advisor
Niche
Stock-eligible employees of publicly traded and pre-IPO companies
Listed in People
Financial Advisor
#221LinkedIn rankOn Advicer, by followersLinkedInUpdated Oct 20264,190followersMessage TimothyContact Timothy on LinkedIn
6
Tools in my stack
eMoney
Client Portal, Financial Planning, Account Aggregation
Jump
Client Meeting Support, AI Assistants/Agents, AI Platforms
Koyfin
Investment Data/Analytics
Altruist
Custodial Platform
Charles Schwab
Custodial Platform
+1 more
Advyzon
Planning Light, Performance Reporting, Trading/Rebalancing +10 more
0
Events coming up
0
Books, pods, letters
4
Things I'm open to
Podcast guest spots
Other media opportunities
References or conversations regarding feedback on our tech stack
Potential M&A with firms in a similar niche