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Aug '25 (edited) • 💡 Real Tech Stacks
Kris Barney - 30/40 Wealth Partners - $43mil
Connect with Kris:
- LinkedIn: https://www.linkedin.com/in/kris-barney/
- 3040Wealth: https://www.3040wealth.com/
The REAL Tech Stack:
- GSuite
- CRM Overlay - Quivr on Salesforce
- AI Notetaker - Jump
- Financial Planning - RightCapital
- Scheduling - Calendly
- Data Gathering - Feathery.io
- Tax Planning - Holistiplan
- Cash Flow Planning - Monarch Money
- Portfolio Management - Orion
- Automations - Zapier
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Kris Barney - 30/40 Wealth Partners - $43mil
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