Following 3
Joe Moss
Joe Moss
🔥
Illlinois • INTJ
Active 23h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Cory Roberson
Cory Roberson
Active 16d ago
Bio: Founder/CEO - FIN Group - Offering Compliance, Sales, and Integration Services for FINServ firms consulting partners.
Kate Guillen
Kate Guillen
Carlsbad, CA
Active 2d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
1-3 of 3
Vineet M
Vineet M
@vineet-m-8150
I lead FastTrackr AI, an AI stack that automates operational workflows for RIAs. Think meetings, document parsing & analysis, client onboarding.
Active 1d ago
Joined May 19, 2025
9
Contributions
0
Followers
3
Following
Powered by