More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Anurag Arjun is co-founder of Avail, a modular blockchain infrastructure project spun out from Polygon. He previously co-founded Matic Network (now Polygon) and serves on the board of rootVX, an enterprise tokenization studio focused on building regulated digital infrastructure for assets, payments and data. With a background in research, economics and engineering, Anurag brings deep cross-disciplinary expertise to financial technology and modular blockchain design.
May 5
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Anupam Gupta is chief product officer at Applied Systems Inc. He is responsible for the company's product vision and product management teams. Formerly CPO at 4C Insights, a sophisticated Data & Analytics SaaS provider to the AdTech/MarTech industries, which was acquired by Mediaocean, the mission-critical platform for omnichannel advertising with more than $200 billion in annualized media spend managed through its software, connecting the ecosystem of agencies, brands, media, technology, and data. As CPO of the combined companies, he spearheaded their product transformation to the cloud, adding new products fueled by data and intelligence infused in the core workflow. Previously, he led product organizations for several tech companies, including at Vubiquity, Mixpo, and Microsoft among others.
May 4
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The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional trust, while only 10% were focused on investment management.
May 2
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Also this week, Focus Financial ups the responsibilities for some top executives and Advisor Asset Management appoints a new CEO.
May 2
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Breiffni Ó Domhnaill is vice president of commercial — legal & accounting solutions at
Propylon . He is a chartered accountant with over 10 years of experience developing and implementing solutions for global payroll, international tax, audit and accounting, and compliance.May 2
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Richard Chambers is the CEO of Richard F. Chambers & Associates, a global advisory firm for internal audit professionals, and also serves as senior advisor of risk and audit at
AuditBoard . Previously, he served for over a decade as the President and CEO of the Institute of Internal Auditors, where he led the organization to record global membership and countless milestones. Prior to the IIA, Chambers was national practice leader in Internal Audit Advisory Services at PwC and vice president of the IIA's Learning Center.May 1
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Joe Nestlerode is a partner at Alpha FMC with over 28 years of industry experience in senior technology and business roles in the wealth management industry.
He has overseen large strategic engagements including M&A, advisor platform development, client portal design and development and capability optimizations across front-, middle- and back-office functions. Prior to joining Alpha FMC, he was a product and technology executive for the RIA, IBD and 1099 channels at Wells Fargo Advisors.
May 1
