Advis.AI @AdvisAI
At AdvisAI we're helping Financial Advisors prepare and lean into new automation driven by AI. getadvisai.com Phoenix, AZ Joined May 2023-
Tweets2
-
Followers12
-
Following83
-
Likes1
AI 🤖is transforming wealth management, providing RIAs with new levels of personalization, efficiency, and forecasting. Visit getadvisai.com to navigate this digital transformation responsibly. #AI #WealthManagement #RIA
0
0
0
40
0
View Details
Explore the potential of #AI with our tailored consulting for financial advisors. Harness the digital era and catalyze growth at getadvisai.com. Book your FREE consultation today with our top-tier AI experts and discover impactful business transformations. #FinTech
Hanna @7giMUhNXMuE060J
41 Followers 957 Following
Sofia @pk71MuKwVD156HJ
22 Followers 1K Following
Corey Westphal | SaaS... @mobileassistCEO
164 Followers 1K Following 2x SaaS Founder | CEO | AI + Fintech | Built + sold two companies | Enterprise GTM leader
Bento Engine Inc. @BentoEngine
269 Followers 208 Following Empowering Financial Advisors to lead with advice so that families thrive, and practices grow. Scaling Moments That Matter.
Diana Britton @Diana_Britton
6K Followers 3K Following Managing Editor, https://t.co/v0JKpuma0Z Host of The Healthy Advisor, a podcast about advisors' personal wellbeing and healing
On-Chain Index @ociventures
147 Followers 544 Following Blockchain-native asset portfolio. Grow crypto portfolios with full transparency and control.
Hennessy Funds @HennessyFunds
761 Followers 451 Following High-conviction investment strategies matched with an unwavering commitment to always put shareholders first. For Disclosures see Social Media Terms Link.
Opal Capital @opalinvest_
802 Followers 610 Following Sophisticated Investing… Simplified. Our mission is to help advisors confidently serve their clients and optimize their business for growth.
Christopher Gonzales @FinTechChrisG
10 Followers 29 Following Your stereotypical beer (Fintechie, bridge builder, API guru) guy.
Disruptive Technology @DisruptiveTec11
4K Followers 3K Following I do not respond to any private messages Like or retweet my content Thank you in advance
Liz Fritz @LizFritz319
169 Followers 261 Following Co-Founder @ F2 Strategy | Your WealthTech Trx Partner | Passionate about elevating more female voices in #wealthtech #fintech ✨🙌🏻
Lei Deng, CFA, CFP® @leidengcfp
1K Followers 719 Following financial planner for entrepreneurs and children of immigrants. Chinese/English. CFP Board Ambassador. tweets not advice. she/her. #VeryAsian
Susan Theder @stheder
244 Followers 122 Following CMO/CXO @FMGSuite, Board Member @SmarshInc & @ComplySci, @wealth_mgmt CMO of the Year, @investmentnews Women to Watch, Contributor @FAmagazine Marketing+Fintech
Opal Capital @opalinvest_
802 Followers 610 Following Sophisticated Investing… Simplified. Our mission is to help advisors confidently serve their clients and optimize their business for growth.
CFP Board @CFPBoard
29K Followers 3K Following CFP® - The Recognized Standard of Excellence in Personal Financial Planning #CFPpro
Financial Planning As... @fpassociation
32K Followers 456 Following The Financial Planning Association® (FPA®) is the leading membership organization for CFP® professionals and those engaged in #financialplanning
Intention.ly @intention_ly
322 Followers 167 Following Finserv’s go-to growth consultancy and marketing agency. Firms come to us to help them break through the noise and reach their goals.
Financial Advisor IQ @FinAd_IQ
8K Followers 755 Following Financial Advisor IQ is a free online daily news service written for Financial Advisors helping them to build their practices.
Bob Veres @BobVeres
11K Followers 643 Following Publisher of the Inside Information service for financial planners, thought leader in the financial planning community.
ThinkAdvisor @ThinkAdvisor
44K Followers 1K Following Providing financial advisors with the insights, trends and tools they need to lead clients — and the industry — forward.
Twenty Over Ten 💻 @twentyoverten
3K Followers 2K Following A #digitalmarketing platform for the modern advisor. Driving, capturing & converting more leads through dynamic #webdesign + #SEO + #contentmarketing
@skience @Skience
404 Followers 615 Following Integral Salesforce Financial Services Cloud (FSC) Partner. Comprehensive Wealth Management Operating System. Powerful. Flexible. Intuitive.
AssetBook @AssetBook
705 Followers 508 Following We develop innovative portfolio management & engagement software for modern advisors focused on custom secure solutions.
NAPFA @NAPFA
18K Followers 2K Following NAPFA is the leading association of Fee-Only financial advisors. Be sure to visit us at https://t.co/rgzyvhg5FB more insights on Fee-Only planning!
FMG @FMGSuite
4K Followers 3K Following FMG is the leading automated marketing platform for financial advisors providing an all-in-one integrated suite of marketing tools.
FP Alpha @_FPAlpha
835 Followers 2K Following Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.
RightCapital @RightCapitalHQ
3K Followers 1K Following RightCapital is financial planning software done right. Build plans to help clients achieve their financial goals.
Snappy Kraken @SnappyKraken
4K Followers 3K Following Award-winning martech for financial advisors 🏆 AI-driven campaigns, automated growth, and content that converts.
fpPathfinder @FpPathfinder
660 Followers 225 Following Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.
Diana Britton @Diana_Britton
6K Followers 3K Following Managing Editor, https://t.co/v0JKpuma0Z Host of The Healthy Advisor, a podcast about advisors' personal wellbeing and healing
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Muppins (VO アニメ... @Muppinsbeard
52 Followers 139 Following Community Night Streamer on Twitch! | Buddting VO Actor |📢 Broadcast Quality Audio | Voice Over Anime Reel Designer!
Carly Martinetti @PRcarly
6K Followers 1K Following Co-founder, Notably. Follow for the PR + AI visibility playbooks I actually run. For press that drives revenue → https://t.co/uo8anCJYsj
Diana Cabrices @dianacabrices
2K Followers 1K Following chief evangelist • growth educator to FAs • keynote speaker • 7x award-winning marketing & branding executive
Elena Krasnow @elenaspeaking
2K Followers 899 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
TIFIN Wealth @TIFIN_wealth
3K Followers 2K Following Easily Generate Personalized Investment Proposals
Tim Welsh @NexusStrategy
5K Followers 2K Following President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry
On-Chain Index @ociventures
147 Followers 544 Following Blockchain-native asset portfolio. Grow crypto portfolios with full transparency and control.
Hennessy Funds @HennessyFunds
761 Followers 451 Following High-conviction investment strategies matched with an unwavering commitment to always put shareholders first. For Disclosures see Social Media Terms Link.
ProudMouth @ProudMouth_
4K Followers 2K Following Stop the selling cycle insanity. Become the trusted authority you’re supposed to be. #BeYourOwnLoud Hosts of the Top Advisor Marketing Podcast🎙
Cambridge Savings @CambridgeBank
1K Followers 492 Following Have a question? Give us a call: (888) 418-5626. Member FDIC / Equal Housing Lender / NMLS ID# 543370
Investopedia @Investopedia
202K Followers 490 Following Helping people understand money and make better financial decisions. Value Add by Investopedia on Substack The Investopedia Express LIVE Mondays @ 10am ET
InvestmentNews @investmentnews
85K Followers 1K Following Where America's independent advisors, RIAs, wealth managers, and financial planners come for daily financial news, regulation, M&A, and practice intelligence.
David Armstrong @djamesarmstrong
1K Followers 842 Following Executive content director for @InformaConnect Wealth Management
Capital Group @CapitalGroup
127K Followers 184 Following Capital Group, home of American Funds®, has focused on providing superior long-term investment results since 1931. Important information: https://t.co/WoXpshbREc
StreetCred PR @StreetCred_PR
1K Followers 762 Following Financial Services meets Credibility Marketing. #PR is a contact sport - raise your communications game by adding our talents to your team and play to win.
AdvisorEngine @AdvisorEngine
2K Followers 738 Following Wealth management technology to power growth: AdvisorEngine is an all-in-one platform helping financial advisors scale and grow their business.
Redtail Technology @RedtailCRM
6K Followers 952 Following Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail
Bento Engine Inc. @BentoEngine
269 Followers 208 Following Empowering Financial Advisors to lead with advice so that families thrive, and practices grow. Scaling Moments That Matter.
Onyx Advisor Network @OnyxAdvisors
842 Followers 302 Following ONYX was created to support underrepresented financial advisors in starting and scaling their ideal businesses. Join our newsletter here: https://t.co/EvgYP6FRzk
eMoney Advisor @eMoneyAdvisor
14K Followers 6K Following eMoney is the leading provider of technology solutions and services that help people talk about money.
Integrated Partners @Integrated4FAs
955 Followers 523 Following Advisors - you have your clients' backs. Who has yours? Join us. Let's talk! Securities offered through LPL Financial, Member FINRA/SIPC, https://t.co/17C89ynmA1 & https://t.co/ByaEosqmwH
Citywire RIA @CitywireRIA
5K Followers 2K Following Breaking news, analysis & insights for RIAs in the U.S.
Three Crowns Marketin... @ThreeCrownsLLC
650 Followers 429 Following Award-winning marketing partner for #Finserv and #Fintech. Premium websites. Custom brands. Attention-grabbing content.
Hubly @hublyinc
223 Followers 412 Following Allowing financial advisors and their teams to deliver a high-touch, stress-free customer experience at scale.





