Page 27 - Investment Advisor - November 2023

Executive Leadership

Goodman has also steered the ongoing integrations of newly acquired growing personnel by nearly two-thirds in 2022, with strategic invest-
Digital Safe product line and TeleMessage mobile messaging company. ments in the areas of advisor support, product development, market-
ing and virtually every aspect of day-to-day operations.
snehal Fulzele, UPtIQ
In the last year, Fulzele has transformed his busi- Margaret Hartigan, Marstone
ness from a crypto-backed financing solution Hartigan founded Marstone, an enterprise digital
known as Cion Digital to UPTIQ, an end-to-end wealth management platform, to enhance finan-
wealth solution for financial advisors and RIAs. He cial literacy and humanize finance for all by
expanded R&D efforts and broadened the firm’s focus to a wider enabling banks and wealth managers to work with
portion of the financial services and retail banking sectors, including a wide base of potential clients across the wealth spectrum. Over
traditional asset and securities-backed financial products. Fulzele the past year, she oversaw the launch and production of Marstone
and his team launched the Advisor Lending Platform, adapting tech- Maps, a fully integrated financial planning tool for institutions
nology to use artificial intelligence and machine learning to connect that allows people to set and evolve their financial goals. Hartigan
financial advisors and their clients to the right financing solutions as also was instrumental in Marstone’s signing its first international
an alternative to liquidating assets when cash is needed. client, enabling the firm to support international clients through
its digital wealth platform by including multilingual support and
Paul Gamble, 55ip international investment opportunities.
Under Gamble’s leadership, 55ip’s growth has
steadily trended upward, and in 2022, it spiked as the Aaron Klein, nitrogen
number of companies adopting the firm’s technolo- Under Klein’s leadership, Riskalyze announced
gy-forward tax-smart automation solution increased its corporate rebranding as Nitrogen this year in
by more than 50% to 234. Individual advisors who partnered with order to expand the organization’s impact. The
55ip grew by 122%. In a correlating trend, growth of custom models risk analytics and trading platform serves tens of
on the platform increased by 134% from 2022, and now comprise 45% thousands of financial advisors and employs some 200 individu-
of all assets on the 55ip platform. The firm also invested internally, als around the world. Klein also oversaw the rollout of Command

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November 2023 Investment AdvIsor 25