Nick Mancini

Nick is responsible for AdvisorClarity’s strategic direction, product development, sales, marketing, and day-to-day operations.

Nick is a father of four, an entrepreneur, and an avid traveler who feels fortunate to have spent his career helping advisors help their clients.

Nick discovered his passion for helping advisors while working at Charles Schwab Advisor Services, spending over a decade with the Technology and Business Operations group in both New York City and Dallas. He recognized Tamarac’s potential to become a market-leading platform and joined Tamarac to help them grow their client base.

Shortly after they were acquired by Envestnet, Nick left Tamarac to spend a year traveling Southeast Asia with his family. At that time, his children were 5, 3, and 6 months. It was a life changing experience for the entire family.

During their travels, Nick and his wife started their entrepreneurial journey with a family travel blog and expanded into other location-independent businesses. Upon their return to the United States, Nick began consulting directly with advisory firms. where the idea for AdvisorClarity was born.

Nick is passionate about the independent advisor industry and is personally committed to the success of each of their clients. They only succeed if their clients succeed.