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Author: Mark Healy

Mark is a visionary leader with more than 34 years of experience in the financial services industry. As CEO, his focus is on creating digital wealth leaders and driving digital transformations. He was previously the President and Chief Executive Officer of AST Financial, LLC (AST), overseeing the administration of over 4,000 publicly traded companies and 8 million shareholders accounts across North America. Prior to AST, Mark was Executive Vice President for National Financial Services, a Fidelity Investments Company. He was responsible for all National Financial Sales and Relationship teams — covering over 325 broker dealer clients nationwide and custody of over $700 billion in assets. Mark has also held executive and senior roles with TD Securities, Swiss Bank Corporation and BGK Securities.

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Wealth Tech Solutions

  • Overview
  • Digital Advice
  • Self-Directed Investing
  • Advisor-Led Investing
  • Digital Onboarding
  • Model Marketplace
  • Solution Use Cases
  • Ecosystem Integrations
  • Overview
  • Digital Advice
  • Self-Directed Investing
  • Advisor-Led Investing
  • Digital Onboarding
  • Model Marketplace
  • Solution Use Cases
  • Ecosystem Integrations

Who We Serve

  • Banks and Credit Unions
  • Broker-Dealers
  • RIAs
  • Asset Managers
  • Retirement Providers
  • Insurance Providers
  • Payroll & HR
  • Family Offices
  • Banks and Credit Unions
  • Broker-Dealers
  • RIAs
  • Asset Managers
  • Retirement Providers
  • Insurance Providers
  • Payroll & HR
  • Family Offices

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