Capital Engines @CapitalEngines

A technology platform that allows advisors to profitably offer their investment advisory services completely online, for any sized client. capitalengines.com Joined June 2013

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MichaelKitces @MichaelKitces

13 years ago

Would set valuation at $300M!?? Over 100X revenues!? Huh? "WealthFront Said to Be Raising Another $30 Million" bit.ly/1iySjtE

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Capital Engines @CapitalEngines

13 years ago

Looking for #advisors for our private beta. We let you offer your services online, like #roboadvisors, but better. ow.ly/ur7KL

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Capital Engines @CapitalEngines

13 years ago

#advisors, don't worry about #roboadvisors, use our platform to offer your services completely online, just like them.

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Aoife Kelly @AoifeKelly23459

15 Followers 404 Following 🌍 Traveler of cities & seas | 💇‍♀️ Beauty entrepreneur | ☀️ Optimist chasing sunshine | Coffee, art & endless journeys

TCWS is a Fee-only, Fiduciary #financialplanning firm that helps guide busy professionals, business owners, & entrepreneurs to make smarter life & 💰 decisions.

Dana J. Menard, CFP®... @TCWealth

1K Followers 4K Following TCWS is a Fee-only, Fiduciary #financialplanning firm that helps guide busy professionals, business owners, & entrepreneurs to make smarter life & 💰 decisions.

Gamal M Abdelkader @GAbdelkader

299 Followers 3K Following MBA Financial Markets Feb.,2020. Arab Academy for Management,Banking,and Financial sciences

Brent Brodeski @BBrodeski

135 Followers 319 Following

Mark Allen @MarkAllenACG

125 Followers 266 Following

I measure my success by how each client improves their own personal financial situation – as defined by them. Pro Bono Services

Jeff Rall, CFP® @rallfp

1K Followers 872 Following I measure my success by how each client improves their own personal financial situation – as defined by them. Pro Bono Services

Financial Advisor. I have passion for golf, food, my family. Opinions are my own. Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC.

Adam Ciepiela @ACiepiela

652 Followers 927 Following Financial Advisor. I have passion for golf, food, my family. Opinions are my own. Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC.

Erik Evans @GoalQueste

54 Followers 80 Following Fee-only, financial planning and enterprise development firm. We help clients take control of their financial lives.

Retired Paperboy. Value Oriented Financial Advisor. CFA Digest Author. RIA. Fiduciary. Fee-Only. Dad 3x. Curious By Nature. Black Belt.

Paul R Rossi, CFA @rossifg

546 Followers 784 Following Retired Paperboy. Value Oriented Financial Advisor. CFA Digest Author. RIA. Fiduciary. Fee-Only. Dad 3x. Curious By Nature. Black Belt.

Wealth management firm providing investment consulting, advanced financial planning, relationship management and 401(k) services.

McLean Asset Mgmt @McLeanAssetMgmt

1K Followers 1K Following Wealth management firm providing investment consulting, advanced financial planning, relationship management and 401(k) services.

Ted Feight, CFP® @TedFeight

979 Followers 1K Following What gets us into trouble is not what we don't know. It's What we know for sure that ain't so. Mark Twain

OrangeAxis @OrangeAxis

299 Followers 806 Following OrangeAxis is a leading provider of next-gen digital marketing services.

Wealth manager with global clientele. Author of Retirement GPS:How to Navigate Your Way to A Secure Financial Future with Global Investing(McGraw-Hill)

Aaron Katsman @AaronKatsman

357 Followers 508 Following Wealth manager with global clientele. Author of Retirement GPS:How to Navigate Your Way to A Secure Financial Future with Global Investing(McGraw-Hill)

Inactive here. NYT money scribe. Check out my new course about merit aid and how to lower college costs by getting more of it. Find me on Threads, Instagram.

Ron Lieber @ronlieber

33K Followers 4K Following Inactive here. NYT money scribe. Check out my new course about merit aid and how to lower college costs by getting more of it. Find me on Threads, Instagram.

Advisorbox provides growth and practice management solutions to financial advisors, IARs, RIAs and broker dealers.

AdvisorBox @Advisorbox

378 Followers 578 Following Advisorbox provides growth and practice management solutions to financial advisors, IARs, RIAs and broker dealers.

Automated content marketing for professionals. MiFilter recommends specific articles designed to engage your contacts in a meaningful, personal way.

MiFilter @MiFilter

77 Followers 138 Following Automated content marketing for professionals. MiFilter recommends specific articles designed to engage your contacts in a meaningful, personal way.

Fee-only wealth management for widows navigating retirement after loss. Helping protect what they’ve built and plan for the future. Founder: @BenSimiskey

Lakes Wealth Advisory @LakesWealthAdv

74 Followers 49 Following Fee-only wealth management for widows navigating retirement after loss. Helping protect what they’ve built and plan for the future. Founder: @BenSimiskey

Daniel Johnson @dcjohnsoniii

654 Followers 795 Following STR investor | Fee-Only CFP® for Real Estate Investors **tweets are not tax or investment advice

Bill Winterberg, CFP�... @BillWinterberg

22K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site

United Capital Evansv... @UnitedCpEvv

209 Followers 303 Following United Capital Evansville (formerly Payne Wealth Partners)

Yates & Co., CPAs full service firm with vast experience providing #tax & #accounting solutions for #smallbusiness owners & individuals. #Atlanta FB:Yatescpa

Yates CPAs WdstockGA @YatesCPAsGA

152 Followers 267 Following Yates & Co., CPAs full service firm with vast experience providing #tax & #accounting solutions for #smallbusiness owners & individuals. #Atlanta FB:Yatescpa

40 years Financial Advisor, seasoned planner, Dad, Hiker, Skier. If I'm not in the office I'm probably on a San Diego trail. CA Insurance Lic. 0670738

Dan Foster, AIF, CFP @DanFosterCFP

460 Followers 942 Following 40 years Financial Advisor, seasoned planner, Dad, Hiker, Skier. If I'm not in the office I'm probably on a San Diego trail. CA Insurance Lic. 0670738

A Good Read @WeShoutALot

29K Followers 27K Following A Good Read

Helping Financial Advisors build million dollar businesses that revolve around your life rather than building a business your life must revolve around.

Lynda Carpenter @LyndaSCarpenter

177 Followers 555 Following Helping Financial Advisors build million dollar businesses that revolve around your life rather than building a business your life must revolve around.

Aidvisor @RoboAdvisor

786 Followers 614 Following Musings, observations, and the occasional joke. Who's doing what in automated advice and investing...RTR

Product & GTM veteran; pursuer of cooking, history, and gardening. AI for productivity, automating workflows & prototyping. GitHub: enalbenerraw

Blano @blano

2K Followers 862 Following Product & GTM veteran; pursuer of cooking, history, and gardening. AI for productivity, automating workflows & prototyping. GitHub: enalbenerraw

We make advisors look good. Try our simple, scalable #ClientEngagement platform today. You'll grow faster & serve far more clients, automatically.

Blueleaf Advisor @blueleafadvisor

2K Followers 968 Following We make advisors look good. Try our simple, scalable #ClientEngagement platform today. You'll grow faster & serve far more clients, automatically.

A Good Read @WeShoutALot

29K Followers 27K Following A Good Read

Pat Allen @RockTheBoatMKTG

4K Followers 1K Following I read and share interesting asset management (mutual funds, ETFs, direct indexing, etc.) content that I see.

Eleanor Blayney,CFP® @EleanorBlayney

5K Followers 531 Following Special Adviser on Gender Diversity, CFP Board Center for Financial Planning

Eric Toya, CFP® @erictoya

2K Followers 2K Following Redondo Beach based Certified Financial Planner™ at @Navigoe, dog dad, human dad.

Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins

Jude Boudreaux CFP® @HJudeBoudreaux

8K Followers 3K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins

Joe Pitzl @JoePitzl

2K Followers 604 Following Managing Partner @ Pitzl Financial, #Badger, golfer, 4th most influential person in my household

Linda @OVArizLinda

1K Followers 226 Following

Ted Feight, CFP® @TedFeight

979 Followers 1K Following What gets us into trouble is not what we don't know. It's What we know for sure that ain't so. Mark Twain

Scott Spann PhD CFP® @LifeSpanPlan

903 Followers 603 Following Financial Life Planner, writer, educator, financial wellness & retirement preparedness researcher.

John is a financial advisor at KMF Advisors.
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Securities offered through LPL Financial, Member SIPC https://t.co/HOlnrJDanJ

John Comer, CFP® @JohnComerCFP

2K Followers 1K Following John is a financial advisor at KMF Advisors. /*********/ Securities offered through LPL Financial, Member SIPC https://t.co/HOlnrJDanJ

Tim Kober, CFP® @timkober

943 Followers 242 Following Fee-Only Certified Financial Planner™, technology geek, proud parent, and cyclist.

Founder of Financial Service Group, Inc., a fee-only financial planning firm, and author of the book Career Asset Management.

Mike Haubrich, CFP® @towealth

1K Followers 259 Following Founder of Financial Service Group, Inc., a fee-only financial planning firm, and author of the book Career Asset Management.

Chad Smith @csmithraleigh

1K Followers 498 Following NC State alum | Raleigh Financial Advisor @TeamFSINC | Not the Red Hot Chili Peppers drummer

I help individuals & families transform complexity into opportunity so they can live rich, rewarding lives. I'm also a mom, Corgi lover, & encaustic artist.

Debra Neiman, CFP @debneiman

1K Followers 122 Following I help individuals & families transform complexity into opportunity so they can live rich, rewarding lives. I'm also a mom, Corgi lover, & encaustic artist.

Yardley Wealth Management and Yardley Estate Planning. Husband, Dad, Author, Blogger, Speaker, IRONMAN Maryland finisher. Call: 267-573-1019

Michael J. Garry, Esq... @MichaelJGarry

2K Followers 2K Following Yardley Wealth Management and Yardley Estate Planning. Husband, Dad, Author, Blogger, Speaker, IRONMAN Maryland finisher. Call: 267-573-1019

Author, Speaker, Specializing in Retirement Income Planning & Investment Mgmt. Christian, Husband, Father, Grandfather and Avid Surfer.

Brian Fricke, CFP® @BrianFrickeCFP

4K Followers 159 Following Author, Speaker, Specializing in Retirement Income Planning & Investment Mgmt. Christian, Husband, Father, Grandfather and Avid Surfer.

The most common thing my wife says when we're with people: “He's kidding”

Fee-Only Financial Planner, CFA, CFP, @F3Nation: Fannie, World's Best Dad mug owner

Justin Smith @mrjustinwsmith

1K Followers 967 Following The most common thing my wife says when we're with people: “He's kidding” Fee-Only Financial Planner, CFA, CFP, @F3Nation: Fannie, World's Best Dad mug owner

Kimberly J. Howard, CFP®, CRPC®, ADPA® - #Feeonly #FinancialPlanner helping to achieve #financialfreedom - #KJHFinancialServices in #Needham MA and #Denver CO

Kimberly Howard CFP @KimHowardKJH

2K Followers 1K Following Kimberly J. Howard, CFP®, CRPC®, ADPA® - #Feeonly #FinancialPlanner helping to achieve #financialfreedom - #KJHFinancialServices in #Needham MA and #Denver CO

Fee-Only CERTIFIED FINANCIAL PLANNER™ Retirement and Life Planning, Investment Management Provide individuals and families with a trusted and enduring advice.

Peggy Kessinger @PeggyKessinger

134 Followers 26 Following Fee-Only CERTIFIED FINANCIAL PLANNER™ Retirement and Life Planning, Investment Management Provide individuals and families with a trusted and enduring advice.

Marty is Past CEO of The Planning Center, a financial planning firm, Founder of First Step Cash Management and 2011 President of the FPA.

Marty Kurtz @martkurtz

567 Followers 140 Following Marty is Past CEO of The Planning Center, a financial planning firm, Founder of First Step Cash Management and 2011 President of the FPA.

Certified Financial Planner serving Chapel Hill, NC area. Helping pre-retirees, retirees, and business owners achieve and enhance the lifestyle they want.

Phil Royal, CFP® @RetirewithPhil

349 Followers 356 Following Certified Financial Planner serving Chapel Hill, NC area. Helping pre-retirees, retirees, and business owners achieve and enhance the lifestyle they want.

Lauren Lyons Cole @LaurenLyonsCole

4K Followers 561 Following Certified Financial Planner. Journalist, formerly @businessinsider, @consumerreports

Fee-only CFP®, CrossFit-er, artist.

Disclaimer: Tweets are not advice | May only transact business in Washington, DC and other states where licensed

Chuck Donalies, CFP® @frugalplanner

638 Followers 670 Following Fee-only CFP®, CrossFit-er, artist. Disclaimer: Tweets are not advice | May only transact business in Washington, DC and other states where licensed

Baileyxx @sdcfp

416 Followers 105 Following

Halcyon Services Grou... @halcyonsgl

115 Followers 21 Following Meeting a variety of needs. We also offer fee-only financial planning.

Don Martin @DonMartin888

2K Followers 1K Following My tweets are educational only; they are not advice.

Helping clients with money + life, especially during life transitions (graduation, marriage, divorce, empty-nest, sandwich generation, retirement) | CFP®

Transition Planning &... @TransitionPG

1K Followers 921 Following Helping clients with money + life, especially during life transitions (graduation, marriage, divorce, empty-nest, sandwich generation, retirement) | CFP®

Kendall King @kendallwking

509 Followers 803 Following Follower of Jesus, Husband, Dad to @austtheking08, Advisor to entrepreneurs

Manager at Palisades Hudson Financial Group LLC, providing personal financial planning and wealth management to high net worth individuals and families.

Anthony D. Criscuolo @ADCriscuolo

130 Followers 158 Following Manager at Palisades Hudson Financial Group LLC, providing personal financial planning and wealth management to high net worth individuals and families.

Native Texan, CFP®, recruiter and consultant placing tomorrow’s new financial planners within today’s financial planning firms nationwide

Caleb Brown @NewPlnrRec

3K Followers 319 Following Native Texan, CFP®, recruiter and consultant placing tomorrow’s new financial planners within today’s financial planning firms nationwide

Fee-Only Wealth Advisor | CFP® | Husband | Father | @BedelFinancial Prez | #PhiPsi |@BrebeufJesuit Trustee @Wittenberg @TexasTech Alum | ❤️ Indy |Bourbon Guy

Evan Bedel, CFP® @FinanceIndy

Financial Advisor/Principal, Scholar Financial, LLC. Director of the Personal Financial Planning Program at Western Kentucky University, Assoc. Prof. of Finance

Ron A. Rhoades, JD, C... @280lmtd

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CFP® Fee Only Independent Financial Advisor located in Bellevue, WA Help clients achieve life goals, develop financial plans, offer advice for a fee

Heidi Davis @HeidiDavis2

117 Followers 285 Following CFP® Fee Only Independent Financial Advisor located in Bellevue, WA Help clients achieve life goals, develop financial plans, offer advice for a fee

Certified Financial Planner and the founder of Fortitude Financial Planning which is a Fee-Only Financial Planning firm. (http://t.co/B8SX76LjUK)

Jason Qualls, CFP @JasonQuallsCFP

136 Followers 70 Following Certified Financial Planner and the founder of Fortitude Financial Planning which is a Fee-Only Financial Planning firm. (http://t.co/B8SX76LjUK)

John P. Napolitano @JohnPNapolitano

559 Followers 653 Following Chairman and founder of Napier Financial and Author.

Nate @ntowers

41 Followers 131 Following

Jeff Rall, CFP® @rallfp

1K Followers 872 Following I measure my success by how each client improves their own personal financial situation – as defined by them. Pro Bono Services

CFP®, CPA/PFS-Dimensional Fund Adviser-Fee-Only CPA Financial Planner, Investment and Income Tax Adviser. Tweets, links/retweets are not advice or endorsements

Steven L. Kane, CFP®... @FiduciaryAdvice

503 Followers 1K Following CFP®, CPA/PFS-Dimensional Fund Adviser-Fee-Only CPA Financial Planner, Investment and Income Tax Adviser. Tweets, links/retweets are not advice or endorsements

Securities through @CommonwealthFN, member https://t.co/1H7TXPesLZ, https://t.co/c1cyEsudaN Terms of Use https://t.co/jeXTHSlgNo

PlanWise FInancial Gr... @PlanWiseFin

292 Followers 2 Following Securities through @CommonwealthFN, member https://t.co/1H7TXPesLZ, https://t.co/c1cyEsudaN Terms of Use https://t.co/jeXTHSlgNo

CPA/PFS, CFP in New York. Partner at Feuer & Orlando, LLP in downtown Manhattan. Treasurer and Board Member of Moving Windmills Project, Inc. Coin Carrier.

Michael Markiewicz @michaelmar17

146 Followers 194 Following CPA/PFS, CFP in New York. Partner at Feuer & Orlando, LLP in downtown Manhattan. Treasurer and Board Member of Moving Windmills Project, Inc. Coin Carrier.

A CERTIFIED FINANCIAL PLANNER™ providing advice in the area of retirement planning. Securities offered through LPL Financial, Member SIPC https://t.co/xRrlWN8Qcr.

Mark Koppelmann CFP® @markkoppelmann

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Danny Mitonides @DannyMitonides

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Jeffrey Daniher @JeffRDFA

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Leading Wealth Advisor and Dynamic Public Speaker. CERTIFIED FINANCIAL PLANNER™ with over 23 years experience. Owner of NewFocus Financial.

Chad Burton @ChadMBurton

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Simplify Complex, Realize Impossible -- Life Insurance, Disability Insurance, Group Benefits & Speciality Risk for High Net Worth Families & Small Business

AlmegaLifeSolutions @Almega_Life

365 Followers 739 Following Simplify Complex, Realize Impossible -- Life Insurance, Disability Insurance, Group Benefits & Speciality Risk for High Net Worth Families & Small Business