Our knowledge and experience means we work efficiently as a team and with our clients.

We are a team of winners and roll up our sleeves to work with our clients to make them digital leaders.

We work with our clients to find the best solution and make it easy to implement.

We are easy to talk with and listen attentively to our clients to find the best solutions.

Our depth of experience means we know our clients’ challenges.

We value independence and are committed to fiercely helping our clients achieve it.

FusionIQ makes it easy for financial advisors and institutions to become digital wealth leaders. The intuitive, all-in-one FusionIQ One platform has four easy to implement modules – Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP – making digital transformation hassle free.

FusionIQ One’s simple, pay as you grow approach, makes it easy for credit unions, banks, portfolio managers, and investment dealers to scale and win. Deliver the digital experience your clients and advisors want and get the workflows and process automations you need to grow. With white label integrations complete in as little as six weeks, it’s easy to see why FusionIQ’s integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions.

Cloud

Enterprise Software

Finance

FinTech

Software

FusionIQ

FusionIQ's headquarters in Woburn, MA, United States

Eric Noll

Michael Duprez

Kyle Healy

John Kimbro

Jim Cott

This department focuses on designing, developing, and maintaining software applications.

Software Development

The Engineering team at FusionIQ is responsible for developing and maintaining the FusionIQ One platform. This includes designing and implementing scalable software solutions, ensuring robust frontend experiences, and conducting thorough quality assurance tests. They focus on integrating new features, optimizing existing functionalities, and maintaining high standards of software quality to support the digital transformation of financial advisors and institutions.

Engineering

The Financial Team at FusionIQ is responsible for managing and optimizing the company's financial strategy and operations. Led by the Chief Investment Officer and Chief Financial Officer, the team ensures robust financial planning, budgeting, and analysis to support the company's growth objectives and digital transformation initiatives. The Senior Financial Analyst provides critical insights and data-driven recommendations to inform strategic decisions and enhance financial performance across all modules of the FusionIQ One platform.

Financial Team

This department focuses on analyzing business needs and processes to support decision-making and strategic initiatives.

Business Analysis Group

This department focuses on guiding the organization's strategic direction and overall management.

Executive Leadership

This department focuses on establishing and managing strategic partnerships to enhance business growth and collaboration.

FusionIQ

Org chart

Teams

Software Development

Engineering

Financial Team

Business Analysis Group

Executive Leadership

Partnership Development

Offices

FusionIQ

Org chart

Teams

Software Development

Engineering

Financial Team

Business Analysis Group

Executive Leadership

Partnership Development

Offices

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