FusionIQ operates a digital investing platform that enables advisors to deliver a personalized, end-to-end investment experience to their clients at scale.
We exist to keep firms ahead—accelerating launches, streamlining operations, and strengthening client relationships across every segment.
We believe in a future where every institution and wealth stakeholder can deliver exceptional client experiences without technology holding them back.
We champion autonomy, and we fight to help you achieve it. Fully and on your terms.
Shoulder-to-shoulder, we work together to find and implement the right solution for you.
We know your challenges, we’ve lived them. Our guidance is practical and actionable.
Relentlessly competitive, built to win. We roll up our sleeves to make you a digital leader.
Accessible and attentive, we listen first to craft solutions that truly fit you best.
We turn experience into speed, with fast cycles and fewer handoffs from start to finish.
Eric is one of the most accomplished financial services leaders in America, bringing more than two decades of executive leadership in capital markets, financial technology, and private equity. As Chair and CEO, Eric is focused on democratizing wealth management and expanding the penetration of wealth technology into a broad range of sectors.
Before joining FusionIQ, Eric held senior executive positions in leading organizations including Stone Ridge Capital Partners where he was CEO, and serving as President and CEO of Convergex, one of the three largest agency broker-dealers in the world. Other executive positions include Executive Vice-President, Transaction Services for NASDAQ, and founder of Willow Creek Capital, a leading financial services advisory and consulting services firm.
John is a highly accomplished technology leader bringing more than 34 years of experience in financial services to his role as Chief Technology Officer. Working at the intersection of technology and business, John oversees all aspects of technology at FusionIQ, developing integrated platform solutions that are easy to implement and enjoyable to use.
Prior to joining FusionIQ, John held numerous senior technology, operations, and business roles with both Fidelity Investments and Bank of America. His deep knowledge includes extensive expertise in technology integrations, solution architecture, and operational effectiveness with specific focus on advisor and investor experience platforms. John holds FINRA Series 7, 24, and 63 licenses.
Pete is a highly experienced financial services executive, bringing over thirty years of executive leadership in financial institutions and wealthtech companies to his role at FusionIQ. As COO, Pete sits at the intersection of sales, marketing, product, tech, operations, and implementation, helping FusionIQ exceed customer expectations and leading product expansion.
Before joining FusionIQ, Pete held senior executive roles in leading organizations, including General Manager of Retail Solutions at Harvest Savings & Wealth Technologies, which was acquired by Envestnet / Yodlee. Other executive positions included Executive Vice President – Chief Information Officer at The Bancorp, Chief Information Security Officer at Savanna, and Senior Vice President and Security Admin at Jefferson Bank.
Mike Duprez is a seasoned financial executive with over 17 years of experience spanning asset management, financial technology, and private equity-backed ventures. A Certified Public Accountant licensed in the state of New York, Mike has held a range of senior finance roles—including Controller, Vice President of Finance, and Chief Financial Officer—since 2014.
Mike began his career at PwC in the Asset Management Group, where he developed a strong foundation in institutional finance. Since then, he has built a track record of leadership across the fintech and asset management sectors, playing a key role in scaling companies backed by private equity and family offices, including Sagent and Context365. His expertise lies in driving financial strategy, operational efficiency, and investor readiness for high-growth firms at the intersection of technology and capital markets.
John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.
John’s extensive financial services background includes leading market research, due diligence and platform enhancements for top-tier wealth managers including LPL Financial, where he spent 19 years running product research, Park Avenue Securities, Voya Financial and WP Carey where he helped to design and manage public and private real estate funds and public BDCs.
Peter is an accomplished financial services sales executive, specializing in building strategic relationships and leading consultative sales. His focus at FusionIQ is on developing digital wealth management platform partnerships with financial institutions, helping them leverage FusionIQ’s cloud-native technology to drive profitable organic growth and meet the evolving needs of their customers.
Prior to joining FusionIQ, Peter was a Sales Associate at Olden Lane Securities, where he was instrumental in managing client relationships, driving the origination of $32.5 million in subordinated debentures, and developing a pipeline of $140 million in subordinated debt underwriting. Peter holds FINRA Series 7 and 63 licenses.
Sloan is a distinguished sales leader with extensive expertise driving growth and innovation across the financial technology and consulting industries. As FusionIQ’s Chief Revenue Officer, she is focused on scaling revenue operations, building high-performing teams, and empowering financial institutions to thrive in a rapidly evolving wealth management landscape.
Before joining FusionIQ, Sloan held senior leadership roles in prominent organizations, including the Director of Sales at Sikich, where she led go-to-market strategies and alliance development across the technology ecosystem. Previously, she served as Partner at Tential Solutions, where she spearheaded the growth of their consulting practice, and as a Manager in EY’s Financial Services Consulting practice, contributing to major transformation initiatives for top-tier financial institutions.
FusionIQ operates a digital investing platform that enables advisors to deliver a personalized, end-to-end investment experience to their clients at scale.
FusionIQ provides a wealth management platform that provides a full-service and seamless advisor and client experience for independent broker-dealers, RIAs, banks and credit unions.
You don’t get added to the ranks of the exclusive list of America Best TAMPS by doing things the same way as your peers.
You have to offer a game-changing experience for either investors or advisors. FusionIQ does it for both.
FusionIQ also offers a digital workstation for financial advisors and their clients enabling co-planning and self-directed investing by the client, as well as other direct-to-client digital investing experiences, and practice management support for the advisor.
