Roger Portnoy

Roger Portnoy is a seasoned professional with extensive experience in strategic advisory and business development across various companies and sectors. Currently, Portnoy serves as a Strategic Advisor at Objectway, focusing on the evolution of wealth management and private banking platforms, and as an Advisory Board Member at Accelex, aiding business development and funding strategy. Portnoy is also the Co-Founder of Porthos & Co, developing a readiness mortgage platform, and holds the position of Strategic Advisor & Partnership Director at Wealth Dynamix, where efforts involve enhancing SAAS platform integration and client management through artificial intelligence. As the Managing Director of Fintech Advisory Services, Portnoy provides strategic guidance to venture capital and private equity firms, as well as fintech entities transitioning from startup to scale. Additional roles include Director of Strategy & Commercial at Be-IQ Ltd, Private Investor at Bippit, and advisory positions with CryptoCheckout and Altada Technology Solutions. Portnoy holds a Bachelor of Arts in Philosophy from Colgate University.