Nico R. Willis

Nico R. Willis is the Founder and Chief Executive Officer of NetWorth Services, Inc., a fintech and SaaS software company based in Phoenix, Arizona, with an office in Philadelphia, Pennsylvania. Since April 2019, Nico serves as the Founding Board President of Invest in America Charitable Fund, a nonprofit that enhances transparency and local targeting in charitable giving through blockchain technology. As a Forbes Contributor, Nico covers topics such as tax, wealth management, and finance. Previously, Nico was the Co-Founder and Managing Director of Agora AltX, a platform for Opportunity Zone investment, and authored the book "Death of the American Investor and the Emergence of the New Global eShareholder." Earlier career roles included Vice President of Investments at UBS, managing a substantial portfolio of assets, and Associate Vice President at Prudential Securities. Nico holds a Bachelor of Science degree in Business from Temple University.