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Author: Eric Noll

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.

Book a Demo

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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  • News
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