Joe Souza

Chief Operating Officer at WealthTechs

Joe Souza currently serves as the Chief Operating Officer at WealthTechs Inc. since May 2023 and is the Founder/Co-Owner of Loveislife Inc. since August 2020, where the focus is on fostering a supportive environment for local youth through a specialty café. Previous experience includes notable roles such as Head of Data (Product) Strategy at Ridgeline and Principal/Founder at Data Management Consulting Solutions, specializing in data aggregation and financial services connectivity. Joe Souza has also held various leadership positions at SS&C Technologies Inc., Evare, and Investors Bank and Trust, where responsibilities included managing global trade settlements and overseeing operations. The educational background includes a Bachelor's Degree in Business Management from the University of Massachusetts, Merrimack College, and the University of Phoenix, completed between 1992 and 2003.

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