Reduce the friction between wealth advisors and their tools. Facilitate the unique workflows for each wealth management firm and the interaction with their clients. Provide actionable insights into a wealth management firm's data and operations. Create comprehensive but simple-to-use experiences for advisors, staff, and clients.
Our Team
Davey Quinn, CFP®
CEO, Founder
Davey is the founder of AdviceCloud and his own RIA, Pine Harbor Wealth Management. Prior to AdviceCloud and Pine Harbor, he helped build United Income, a fintech and RIA firm, and sold United Income to Capital One in 2019.
Jon Stockdill
CTO
A seasoned leader with 20+ years of experience in media, software engineering, and building high-performing cross-regional teams.
Our Company Advisors
Graham Lennon
Graham, former executive at Dimensional Fund Advisors, led global portfolio management teams overseeing more than $150 billion and now designs investment solutions for wealth management firms.
Jim Kantowski, CFP®
Jim is the founder of Curio Wealth, dedicated to providing personalized financial advice with a focus on tax-efficient strategies and retirement planning.
Tim Rossell
Experienced financial services leader and advisor, Tim has over 30 years of expertise founding and leading wealth management firms, including Shadforth Financial Group and Gate3 Advisory.
