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Joe Moss
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Illlinois โ€ข INTJ
Active 2h ago
Bio: โœ๏ธ Writer ~ AdvisorTechBook.com
Laura Holt
Active 382d ago
Bio: WealthTech MatchMaker (TM) - Founder & CEO. Connecting People, Ideas & Action. Turn Ubiquitous Technology Into Your Differentiator.
Justin Bolmgren
New York Area
Active 511d ago
Bio: Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate
Joe Moss
Lexington, KY โ€ข ISTJ
Active 417d ago
Bio: Operations Advisor at January Capital Advisors
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Amol Patil
@amol-patil-7861
Co-Founder and CEO of Lumina. We're building a WealthTech OS for Financial Advisors. Our mission is help advisors scale their personalization.

Active 520d ago
Joined May 14, 2024
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