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Investment Advisor’s Top 16 Women in WealthTech

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There are lots of women in different IT leadership roles throughout the financial services industry. So many in fact, that we had to limit the group highlighted here to those making a significant impact on wealth management at a select number of firms.

For the inaugural top Women in WealthTech list, we chose to present a group of individuals who lead tech efforts at indie and national BDs, wirehouse firms, clearing and custodial partners, RIAs and technology-focused organizations.

This list is by no means exhaustive. However, it does include women with companies known for tech innovation and for serving large numbers of advisors.

See the 16 winners listed above in alphabetical order and click on links to read their full interviews.

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