FinTech * Marketing * Education @efiduciarycom

Inquiries Invited * cco /at/eFiduciary/dot/com eFiduciary.com Joined May 2013

Tweets

2
Followers

3
Following

33
Likes

0

FinTech * Marketing * Education @efiduciarycom

10 years ago

@acornnyc sent u note via your webform, re eFiduciary, did you get? dm here, or via website as you prefer, best

0 0 0 0 0

View Details

FinTech * Marketing * Education @efiduciarycom

10 years ago

@maryjuetten @traklight sent 2 emails over 5 days 2 traklight no response, too bad, dm or via url if u want new biz

0 0 0 0 0

View Details

Lauren Lau @laurenlau551

2K Followers 4K Following https://t.co/TvWOESm1nE

We help financial advisors grow through acquisition, protect their business with a continuity plan, and plan/manage the transition of their business.

Succession Resource G... @SuccessionRG

315 Followers 639 Following We help financial advisors grow through acquisition, protect their business with a continuity plan, and plan/manage the transition of their business.

Former Executive Director #TRAUniversity #TPSUniversity #401kTVcom #401k #403b, #TPSU, #TRAU ,#Retirement #Fiduciary #HR #Education #RetireEarly

Steff Chalk @FiduciarySvcs

927 Followers 4K Following Former Executive Director #TRAUniversity #TPSUniversity #401kTVcom #401k #403b, #TPSU, #TRAU ,#Retirement #Fiduciary #HR #Education #RetireEarly

Deborah A. Bussiere @DBussiere9

408 Followers 579 Following Loves a good challenge. Blockchain believer. Avid runner. Yogi. Chocoholic. Building something useful.

ShowMore can help you with videos. Record videos online, manage videos on cloud and share videos by direct link or collaboration！🥳💟🥰

ShowMore @showmore_

79 Followers 46 Following ShowMore can help you with videos. Record videos online, manage videos on cloud and share videos by direct link or collaboration！🥳💟🥰

SEI #finserv veteran focused on @SEIAdvisors Practice Management. Insights delivered w/ midwestern practicality.
Dad to Jace and Kade
https://t.co/FgcSMOY1z7

John Anderson @SEIJohnA

2K Followers 1K Following SEI #finserv veteran focused on @SEIAdvisors Practice Management. Insights delivered w/ midwestern practicality. Dad to Jace and Kade https://t.co/FgcSMOY1z7

Carl Richards @behaviorgap

56K Followers 662 Following Pay attention to money and your relationship with it will change.

One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog

MichaelKitces @MichaelKitces

96K Followers 457 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog

RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.

RIABiz @RIABiz

14K Followers 428 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.

CBDA - Certified in Blockchain & Digital Assets. #1 @NYTimes Bestselling Author. Founder, @thedacfp. Founder, @TAyourfuture.

Ric Edelman @ricedelman

26K Followers 273 Following CBDA - Certified in Blockchain & Digital Assets. #1 @NYTimes Bestselling Author. Founder, @thedacfp. Founder, @TAyourfuture.

President of @Synthesistech. Father of 2, husband to 1. Writes about technology, entrepreneurship, and leadership at http://t.co/73Lw2Qh97H

John Toepfer @johntoepfer

34 Followers 67 Following President of @Synthesistech. Father of 2, husband to 1. Writes about technology, entrepreneurship, and leadership at http://t.co/73Lw2Qh97H

Automation solutions for investment marketing communications: factsheets, pitchbooks, commentaries, web content, data mgmt, & more. #finserv #fintech

Synthesis Technology @synthesistech

229 Followers 277 Following Automation solutions for investment marketing communications: factsheets, pitchbooks, commentaries, web content, data mgmt, & more. #finserv #fintech

Systematic, data-driven, investor acquisition Former CIO/CMO & ETF designer. Angel investor. #DataScience #ETF #RealEstate #RegA+ #ESG #Pickleball (He/him/his)

Andrew Corn, CEO of E... @acornnyc

836 Followers 749 Following Systematic, data-driven, investor acquisition Former CIO/CMO & ETF designer. Angel investor. #DataScience #ETF #RealEstate #RegA+ #ESG #Pickleball (He/him/his)

Bill Winterberg, CFP�... @BillWinterberg

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

A leading provider of integrated, web-based portfolio management platform for independent advisors and wealth managers.
Disclosure: https://t.co/e47Vg9DQeg

Envestnet | Tamarac @ENVTamarac

2K Followers 619 Following A leading provider of integrated, web-based portfolio management platform for independent advisors and wealth managers. Disclosure: https://t.co/e47Vg9DQeg

@VtVNetwork #VtV has been created by Villages for Villages, changing the way we age in community through the National #VillageMovement. http://t.co/QiBHquJUiU

VtVNetwork @VtVNetwork

970 Followers 387 Following @VtVNetwork #VtV has been created by Villages for Villages, changing the way we age in community through the National #VillageMovement. http://t.co/QiBHquJUiU

Dentons @Dentons

13K Followers 406 Following Dentons is the world's largest global law firm, delivering quality and value to clients around the globe.

Nextlaw @WeAreNextlaw

2K Followers 184 Following Our innovation knows no bounds

Lunacap Ventures @lunacapventures

887 Followers 2K Following LunaCap Ventures is an early stage venture debt fund investing in Military, Women and Minority (#MWM) founders.

Jules Miller ✨ @JulesEMiller

3K Followers 3K Following CEO @buildoniris | Founder @proseventures | @kauffmanfellows Class 22

Small Law KPIs: https://t.co/TksrEP9JnL Entrepreneur @traklight Founder, Of Counsel https://t.co/LRY4j0DDDv @LegalShield Access Advocate.

Mary Juetten @maryjuetten

3K Followers 3K Following Small Law KPIs: https://t.co/TksrEP9JnL Entrepreneur @traklight Founder, Of Counsel https://t.co/LRY4j0DDDv @LegalShield Access Advocate.

Traklight @traklight

1K Followers 2K Following Identify your business risks ASAP with our free Business Risk Assessment and upgrade to ID your IP®

Stillman @FiduciaryPro

1K Followers 224 Following

Managing Partner @herbersco | Named Top Women Consulting Executive in 2023 | Share latest research, inspiration, and spread joy.

Angie Herbers @AngieHerbers

3K Followers 660 Following Managing Partner @herbersco | Named Top Women Consulting Executive in 2023 | Share latest research, inspiration, and spread joy.

aRIA is a think tank of successful entrepreneurs seeking to proactively improve the future of the RIA industry by building a culture of continuous learning.

aRIA @AllianceforRIAs

2K Followers 423 Following aRIA is a think tank of successful entrepreneurs seeking to proactively improve the future of the RIA industry by building a culture of continuous learning.

We’re the embedded growth partner for results-focused #RIAs, #wealthmanagement platforms, #assetmanagers, and #wealthtechs.

https://t.co/CCdUic3qFY

Ficomm Partners @FicommPartners

2K Followers 1K Following We’re the embedded growth partner for results-focused #RIAs, #wealthmanagement platforms, #assetmanagers, and #wealthtechs. https://t.co/CCdUic3qFY

Hamburger History Expert. Award-Winning Journalist, Nationally Ranked Mutual Fund Manager. Author, Speaker, Entrepreneur who Loves Family, Friends, & Western NY

Real Chris Carosa @ChrisCarosa

1K Followers 668 Following Hamburger History Expert. Award-Winning Journalist, Nationally Ranked Mutual Fund Manager. Author, Speaker, Entrepreneur who Loves Family, Friends, & Western NY

We provide essential information, blunt commentary and practical examples for ERISA/401k fiduciaries, individual trustees and professional fiduciaries.

Chris Carosa, Editor @FiduciaryNews

3K Followers 250 Following We provide essential information, blunt commentary and practical examples for ERISA/401k fiduciaries, individual trustees and professional fiduciaries.

Jason Lahita @JasonLahita

4K Followers 2K Following Founding Partner, @StreetCred_PR.

Larry Fischer @domainnames

4K Followers 266 Following Sold over $ 650 million in domain names. Tech startup cofounder, (Smartname) with 8 figure exit

Immersed in the world of #Fintech, partnered with the FinTech50. Bringing top talent to the most exciting FinTech firms.

Seb FinTech @SebFintech

3K Followers 919 Following Immersed in the world of #Fintech, partnered with the FinTech50. Bringing top talent to the most exciting FinTech firms.

Wealthfront @Wealthfront

38K Followers 2K Following Save and invest for what’s next. 💸 https://t.co/KnnzJL9PpN

Grow your money with easy automated investing and goal-based saving. Put your money to work. Questions? Follow @BettermentHelp

Betterment @Betterment

35K Followers 2K Following Grow your money with easy automated investing and goal-based saving. Put your money to work. Questions? Follow @BettermentHelp

Digital wealth management.
Free personal finance tools.

User support at Support@PersonalCapital.com

Personal Capital @PersonalCapital

19K Followers 245 Following Digital wealth management. Free personal finance tools. User support at [email protected]

#Fintech pioneer. #SiliconValley innovator. Former CEO of @PayPal, @Intuit, & Founder of @PersonalCapital, PassMark Security, XTec.

Bill Harris @BillHarris__

1K Followers 605 Following #Fintech pioneer. #SiliconValley innovator. Former CEO of @PayPal, @Intuit, & Founder of @PersonalCapital, PassMark Security, XTec.