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Nov '25 (edited) • 💡 Real Tech Stacks
James Conole & Ari Taublieb - Root Financial - $2bil
The REAL Tech Stack:
Hubspot - CRM
Monday.com - Work Operating System
Google - Email and Calendar
Box - Document Management
Vise - Portfolio Management
RightCapital - Financial Planning
Holistiplan - Tax Planning
Vanilla - Estate Planning
Greenboard - Compliance
Ashby - Applicant Tracking System
Rippling - PEO/Payroll
YouTube - LeadGen
Skool - The Root Collective community
Root University - for internal training
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James Conole & Ari Taublieb - Root Financial - $2bil
skool.com/advisortechbook
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