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

Mark Healy

Doug Anweiler

Peter Brittain

Sam Collins

John Kimbro

John Guthery, CFA

Jim Cott

Daniel Barnes

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

About

Team members

Other teams at FusionIQ

Leadership Team

Engineering