| Name | Title | Contact Details |
|---|---|---|
Shawn Dillon |
Chief Product Officer | Profile |
Russ Goebel |
Senior Vice President of Sales and Marketing | Profile |
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
At The Corundum Group, we provide an integrated approach to your financial world that starts with understanding you. The close relationships we enjoy with our clients are built on our commitment to fostering trust and facilitating clear communication. Formed in 1992, The Corundum Group is a Registered Investment Advisor that oversees approximately $800 million in assets. Organized as a family office, our clients enjoy the access and service of a boutique firm that leverages top-tier products and advice. The Corundum Group augments its investment advisory platform with estate planning support and a full range of concierge services.
Flint Area School Employees CU is a Flint, MI-based company in the Financial Services sector.
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