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.
These 10 women are from Investment Advisor magazine’s inaugural top Women in WealthTech list from its 2019 January/February edition. They answer just one question here: Their view of key technology affecting advisors in the short term. These women lead tech efforts at indie and national BDs, wirehouse firms, clearing and custodial partners, RIAs, and technology-focused organizations.
See all 16 winners listed in alphabetical order in Investment Advisor’s January/February edition.
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