FusionIQ

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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. Fu... Read more

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Daniel Barnes
Platform Director
Jim Cott
Chief Financial Officer
John Guthery, CFA
Chief Investment Officer
John Kimbro
Chief Technology Officer
Sam Collins
Director
Peter Brittain
Head Of Business Development
Doug Anweiler
Chief Brand Officer

Values

Efficient

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

Competitive

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

Collaborative

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

Approachable

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

Understanding

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

Independent

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