Show Me Your Stack

Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.

Alvin Carlos, financial planner and managing partner at District Capital Management in Washington, D.C., uses Monday.com for CRM and financial planning.

A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.

Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a hard look at how the different pieces of his tech stack were talking to each other.

Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.

Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the $6.1 billion AUM firm.

Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce Financial Analyst committed to helping clients through this difficult life transition.

Amanda Butler, chief technology officer of Nepsis, said she has been working for over a decade to help the firm integrate its tech stack with Salesforce.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.

When he's not preparing to climb the world's highest mountains and run the major marathons, Joe McQuaid, managing director of platform solutions and advisor experience, ensures Concurrent Investment Advisors' tech stack has stamina.

Kenneth Silva Ballard, an investment advisor for First Affirmative Financial Network, seeks to carefully order the "ingredients" of his tech stack so they work well together.

Jordan Hutchison, vice president of technology and operations at RFG Advisory, helps support 69 advisory teams nationwide, which manages almost $5.5 billion in assets.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.

The founder of Mitlin Financial said he has enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.