Financial Answers is a disruptive fintech and consumer data platform to help match self-directed investors to advisors.

Finance

FinTech

Financial Answers

Financial Answers' headquarters in New York, NY, United States

Ian Rosen

Lee Campbell

Dave Maher

Adam Mesh

Vinay Nair

The Leadership Team at Financial Answers is responsible for setting the strategic vision and overall direction of the company. This diverse group collaborates to drive growth, enhance service offerings, and foster innovation in the fintech space, ensuring alignment across sales, marketing, technology, and content to effectively connect self-directed investors with advisors.

Leadership Team

The Marketing Team at Financial Answers is responsible for developing and executing strategies that effectively promote the company’s innovative fintech solutions. This team focuses on creating compelling content, enhancing brand visibility, and driving customer engagement to connect self-directed investors with the right advisors. By leveraging data-driven insights and creative campaigns, they aim to position Financial Answers as a leader in the financial tech industry.

Marketing Team

The Sales and Business Development team at Financial Answers is responsible for forging strategic partnerships, building and maintaining client relationships, and driving revenue growth. They engage with potential and existing clients to promote the platform's offerings, identify new business opportunities, and ensure a seamless experience for self-directed investors and advisors alike.

Financial Answers

Org chart

Board & advisors

Teams

Leadership Team

Marketing Team

Sales and Business Development

Offices

Financial Answers

Org chart

Board & advisors

Teams

Leadership Team

Marketing Team

Sales and Business Development

Offices

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