Founder and CEO of RetireUp, acquired by Motive Partners-backed InvestCloud. Former Chief Revenue Officer and Chief Product Officer at InvestCloud, a platform supporting trillions in assets. Nine years trading derivatives before building wealth technology.
We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.
Live your best financial life with the help of a true independent fiduciary like Rothschild Financial Partners.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
