| Name | Title | Contact Details |
|---|---|---|
Luis Carballo |
Chief Technology Officer | Profile |
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
VizyPay was founded in West Des Moines, Iowa, by entrepreneurs who each had either significant credit card processing experience or were previously small business owners. Their combined understanding of these different industries created the perfect cocktail for a credit card processing company that could truly look out for the business owner. VizyPay is growing rapidly by being honest and simple in an industry that is known for being complicated and deceitful. Their business model is unique and making a huge splash nationwide.
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