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AdvisorTechBook πŸ”₯

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🧭 Start Here - Introductions πŸ‘‹πŸΌ
Welcome to the AdvisorTechBook community! I'm building out this community as an on-going companion to the infamous AdvisorTechBook I published in Feb. 2025 I love AdvisorTech and I love reading books... hence "AdvisorTechBook" 🎯 My goal here is first and foremost is to build upon the Kitces AdvisorTech map by providing recorded demos, peer reviews, peer tech stacks, podcasts, and just about everything else related to the AdvisorTech space. So who's it for? - Financial Advisors - RIA Operators (CSAs, Ops Managers, COOs, marketing...) - Consultants - AdvisorTech founders and their teams - And investors in this space If you're any of the above, or anything remotely close, you're in the right place! πŸš€So let's get started with some introductions! Please comment below and let us know: 1. the who, what, where 2. Why'd you decide to join this community? 3. What are you working on currently? 4. Lastly, any resources you'd love to see! Now, for those resources: - 🎧 AdvisorTech Podcasts - πŸ—ƒοΈ AdvisorTech Directory (demos on demand - 🚧 under construction 🚧) - πŸ“° AdvisorTech News - πŸ’‘ Real Tech Stacks - πŸ… Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - πŸ€– All the AI Notetakers for Advisors - πŸš€ Tech growing fast - πŸ‘€ Tech to watch Don't forget to introduce yourself below! πŸ‘‡
🧭 Start Here - Introductions πŸ‘‹πŸΌ
2 likes β€’ Oct 31
Hi all, I’m Andy Moran, a financial planner for tech professionals with complex equity compensation; think ISOs, NSOs, RSUs, RSAs, ESPPs, 10b5-1 plans, and concentrated stock positions at high-growth companies. I've been building Ad Astra Financial Planning (https://adastrafp.com) after previously spending about a decade as a software engineer at a startup in the SF Bay Area. I’m always looking for ways to improve my tech stack, and now that my practice has started to grow, I’ve been focusing more on refining my processes and using technology to help me deliver a consistent and excellent client experience. As a former engineer, I'm always tempted by the idea of building my own software, but my current focus is on building out my workflows and adopting a CRM that I will use that can grow with me. I think like Joe that the nature of the CRM is changing with AI, and so I'm checking out Slant next week.
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Andrew Moran
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3points to level up
@andrew-moran-5167
πŸ’Έ Fiduciary Financial Advisor πŸ’» Software Engineer 🚐 Van-Lifer 🌢️ Neurospicy 🧘Career Break Advocate πŸ“ SF Bay ➑️ Nomad πŸ‘€ they/them

Active 15h ago
Joined Oct 27, 2025
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