Joel Bruckenstein @FinTechie
Financial Services Technology Journalist and Consultant about.me/jbruckenstein Miramar, FL Joined February 2009-
Tweets18K
-
Followers14K
-
Following523
-
Likes5K
Live from T3: Key Wealthtech and AI Findings from the 2026 T3 / Inside Information Software Survey | t3 Technology Hub
0
0
0
251
0
View Details
Joel Bruckenstein retweeted
We're gearing up for #T32026, and we couldn’t be more excited to share what we have in store. Learn about our upcoming releases during our mainstage presentation on March 11, and catch live demos of our latest and greatest solutions, including the highly anticipated CoPlanner, which generates high-quality financial plans in seconds. If you are attending @t3techhub, don't forget to stop by booth 200. #financialplanningsoftware #financialplanningsolutions
Joel Bruckenstein retweeted
Ahead of #T32026 next week, we’re excited to announce that in 2027, the @t3techhub Conference is headed back to Las Vegas! #T32027 will set the stage for the next era of advisor technology and growth.Bright lights. Bold ideas. Big wins for #WealthManagement – only in Las Vegas
Joel Bruckenstein retweeted
Check out this fun video with The Godfather of #FinTech, Mr. @FinTechie himself, and the always effervescent @ShannonRosic of #WMTV brought to us by @wealth_mgmt Register for #T32026 here: t3conferences.com/register/
@stephenasmith Sorry @stephenasmith, this is on Disney. They are too greedy. I stand with YouTubeTV
@notthefakeSVP Sorry. This is on Disney. You are pissing off your fans. Tell Disney not to be greedy
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools | t3 Technology Hub t3technologyhub.com/the-oasis-grou…
Focal Raises $5M Seed Round to Expand Advisor Workflow Automation Platform | t3 Technology Hub t3technologyhub.com/focal-raises-5…
Bill Crager Joins iAltA Holdings Founding Team to Lead the Convergence of Wealth, Solutions, and Technology | t3 Technology Hub shar.es/agzs4n
Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year | t3 Technology Hub shar.es/agzshN
Hamachi.ai Launches to Transform Wealth Management Communications with AI-Powered, Compliance-Checked Workflows | t3 Technology Hub t3technologyhub.com/hamachi-ai-lau…
Syntax Launches Transparent and Structured Market Share Data to Power Better Insights and Decisions for Investing and Research | t3 Technology Hub t3technologyhub.com/syntax-launche…
@YouTubeTV Don't Drop NBC, Bravo, USA and more! GetYourChannels.com #GetYourChannels
Ian McKenna: What clients want is changing, and advisers need to keep up
NYTimes nytimes.com/2025/03/28/hea…
Introducing Robinhood Strategies, Robinhood Banking, and Robinhood Cortex newsroom.aboutrobinhood.com/introducing-st…
This looks like a good strategic fit for both parties: Flourish buys lending platform Sora Finance in first deal citywire.com/ria/news/flour…
Bob Curtis is back to financial planning • Future Capital and Pontera score $15-billion AUM • Advisor360 is out to conquer Salesforce and Needham • Batnick repurposes Ritholtz charts into standalone venture for RIAs riabiz.com/a/2025/3/19/bo…
Joel Bruckenstein retweeted
📢 We're excited to participate in the @t3techhub conference in Dallas, TX! ☺️ Stop by booth 610 to discuss our new Premium Client Portal with our team. We can't wait to meet you there! #T32025 #wealthmanagement
MichaelKitces @MichaelKitces
95K Followers 460 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Samantha Russell 👩... @SamanthaTwenty
15K Followers 474 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Jeff Levine, CPA/PFS,... @CPAPlanner
33K Followers 584 Following Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, https://t.co/PQnTgtrk2b | Dad x3 + husband | Opinions are my own
Peter Mallouk @PeterMallouk
80K Followers 389 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author | @Royals | @SportingKC
Aaron Klein 🇺🇸 @AaronKlein
20K Followers 313 Following Husband and dad, striving to live Isaiah 1:17. Love Idaho. Founded Riskalyze back in 2011. On a mission to turn meetings into momentum at @ContioAI.
Jamie Hopkins @RetirementRisks
13K Followers 1K Following Head of Wealth @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Tina Powell @tinacpowell
5K Followers 4K Following I build community, brand, and courage at scale. Chief of Community @intention_ly | Host 🎙️ In The Suite + Lung Cancer Strong Podcast & YouTube | Stage 4 NSCLC
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Christine Benz @christine_benz
37K Followers 971 Following Director of personal finance and retirement planning for Morningstar. Author of the bestselling book "How to Retire." https://t.co/keI2Q2bpla
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Sheryl Hickerson 🙋... @BionicSocialite
9K Followers 5K Following CEO & Founder of @FemalesNFinance - a 5000+ #FinServ Network | Wife to Darrell | Mom to 5 | Grandma to 14 | I love Miss Mable the Aussiedoodle 💕
Sonya Dreizler @SonyaDreizler
9K Followers 2K Following Stronger than I look | Consultant | Speaker | Author
Wealth Management @wealth_mgmt
59K Followers 3K Following Wealth Management is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Anthony Stich 🏄... @anthonystich
4K Followers 819 Following CMO at Moran Wealth. Formerly @MarketCounsel, @Entrustody, @InvestCloud, & @NaviPlan. Investments in @Securitize, @AdvicePay, @SeedsInvestor, and Airotone.
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Max Schatzow @AdviserCounsel
7K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Brendan Frazier @jbrendanfrazier
8K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Larry Sprung, CFP®, ... @Lawrence_Sprung
6K Followers 5K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰 Founder & Wealth Advisor @MitlinFinancial 📝 @ForbesAdvisor Board ❤️ @denisesprung 🏒 Dad
Pierian Services @PierianInfo
2K Followers 1K Following A leading Global Business Services company, providing a range of services and solutions in #strategy, #consulting, and #operationsmanagement.
Ghanashyam Sangani @GhanashyamS18
0 Followers 75 Following Software Engineer | Helping fintech and enterprise companies build secure, scalable software
Helen Vera @vera_helen5
40 Followers 403 Following Loyal vibes, easy laugh, and friendship over everything ❤️💕✌️ hit the chat icon let's be friends 👋❤️❤️❤️
Olga Konstantinovna @Konstanti20281
251 Followers 5K Following modeling, film producer and mom of a beautiful son Alex.
Uncle Bambam ⚡️ @danielbamidele0
568 Followers 641 Following 3x founder building at the edge of fintech and AI. The world is my oyster, and I’m on my way to building trillion-dollar companies. @rovinghq @calensupport
Kanishka shrivastava @Kanishka1610
3 Followers 51 Following
Mark J @MarkJ39901918
4 Followers 156 Following
Advisor News Network @AdvisorNewsNet
14 Followers 374 Following Real-Time News Intelligence for Financial Advisors Got News? - Signal - advisornews.01
Bo Bryant @BryantBo75194
57 Followers 235 Following
ırmak artuk @rmakartuk
51 Followers 129 Following Keeper of Receipts � Do No Harm But Take No Sh*t � 1776 AF
CornPalaceBaroque @machine__music
187 Followers 6K Following
Your Money Cues @YourMoneyCues
3 Followers 109 Following
sy @y1360224
0 Followers 148 Following
bb @BurneeTsog39316
358 Followers 2K Following
NURSEL TANI @NURSELTANI
54 Followers 147 Following
Best safari Tourism C... @SafariCanada
70 Followers 473 Following We offer Vacations in Africa , Kenya Masai Mara, Tanzania Ngorongoro, Uganda Gorilla Trekking Rwanda as well Namibia Southern Africa And inbound travel Canada
alexander michelle @ardorpasional
58 Followers 136 Following
Tom Kimberly @TomAKimberly
178 Followers 108 Following Building an intelligence layer for wealth. Ex-Founder, Betterment, Fidelity, McKinseyRethinking how data and insight compound
AOSTIN @AOSTINBKK
54 Followers 136 Following Equity architect building success in the financial landscape. Precision, passion, and profits. #EquityArchitect #ProfitBuilder
Pato M @PatoM05117394
52 Followers 148 Following Stock trading architect crafting success in the financial realm. Profits fueled by passion and precision. #StockTradingArchitect #ProfitPassion
marcelo daniel @Marceiito_cba
49 Followers 132 Following Building a crypto fortress, one hodl at a time. Patiently holding for the digital revolution. #CryptoFortressBuilder #DigitalRevolutionHODLer
Danielle Cardenas @Nikki_ikkiN101
54 Followers 155 Following
themanwiththesauce @amanwithsauce
0 Followers 6K Following
BusinessDiver @business_diver
0 Followers 61 Following AI-powered company research in under 90 seconds. 12-section intelligence reports from 30+ sources. Built in Copenhagen. https://t.co/h265BGJI2H
Turan Can Aslan @TuranCanAslan
51 Followers 144 Following Pi � Cryptocurrency for everyday people fueling the world�s most inclusive peer-to-peer economy.
Fatma Gün @unalfatmagg
51 Followers 146 Following I am not a financial advisor... Do Your Own Research! As great as Crypto is, it is VERY VERY RISKY,
Abby @Abby197TP
1 Followers 34 Following
francisca arias @franciscaarias4
48 Followers 141 Following Guardian of Bitcoin, believer in the digital gold standard. Transforming the financial landscape through the power of blockchain. #BitcoinGuardian #DigitalGold
Caminante @Caminan89539516
53 Followers 144 Following Passionate about Bitcoin, holding the key to financial empowerment. Join the movement, secure your BTC, and be part of the financial evolution. #BitcoinPassion
Nathan Thomsen @NateThomsen
70 Followers 1K Following
Rocky Sadberry @rocky_sadberry
0 Followers 21 Following
Guilherme Schneider @GMayerSchneider
7 Followers 112 Following
Jesse Cassell @JCassell26
0 Followers 16 Following
jose lopez islas @Joselopezislas
50 Followers 159 Following Pioneering a culture of continuous improvement, leading with a commitment to excellence in every aspect. #ContinuousImprovementLeader #ExcellentInnovator
Aldana carolina quir @AldanaQuir
49 Followers 146 Following Crypto advocate turned hodler, accumulating digital wealth with resilience and conviction. #CryptoAdvocate #ResilientHODLer
yunus koçer @koceryunus
52 Followers 151 Following Stock trading aficionado, transforming market chaos into financial harmony. #StockTradingAficionado #ProfitHarmony #RiskReward
Beta Portfolio @BetaPortfolio
74 Followers 52 Following My investing journal Asymmetric Returns, with Risk Management
Gray Carroll Consulti... @realgraycarroll
2 Followers 65 Following PE-grade commercial due diligence on financial services technology companies.
gffsgfd @gffsgfd1
55 Followers 180 Following Amateur chef. A River Plate soccer fan. Pro-Life. Roman Catholic.
Greg Bowen @bowen_greg81983
16 Followers 116 Following
Herr Roin @HerrRoin389099
14 Followers 269 Following The best of financial news! ! No financial advice. ! Please beware of scammers impersonating me. I do not send direct messages. https://t.co/QR9qJ5U8Ja
Brad Mehl @darkhelmet78
42 Followers 321 Following
Mark LoCastro @MarkL3883
797 Followers 824 Following Sn. Director, PR & Comms @trustandwill. Past @ForbesAdvisor @SmartAsset @DealNews @diply @TeamAffect @LittleThingsUSA. All posts / RTs / opinions are my own.
MichaelKitces @MichaelKitces
95K Followers 460 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Samantha Russell 👩... @SamanthaTwenty
15K Followers 474 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Peter Mallouk @PeterMallouk
80K Followers 389 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author | @Royals | @SportingKC
Aaron Klein 🇺🇸 @AaronKlein
20K Followers 313 Following Husband and dad, striving to live Isaiah 1:17. Love Idaho. Founded Riskalyze back in 2011. On a mission to turn meetings into momentum at @ContioAI.
Douglas A. Boneparth @dougboneparth
781K Followers 594 Following President at Bone Fide Wealth • Financial Planner • CNBC Advisor Council • Dad • Posts ≠ Financial Advice • Read Money Together: https://t.co/XnPPH7hKf9
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Tina Powell @tinacpowell
5K Followers 4K Following I build community, brand, and courage at scale. Chief of Community @intention_ly | Host 🎙️ In The Suite + Lung Cancer Strong Podcast & YouTube | Stage 4 NSCLC
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Christine Benz @christine_benz
37K Followers 971 Following Director of personal finance and retirement planning for Morningstar. Author of the bestselling book "How to Retire." https://t.co/keI2Q2bpla
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Wealth Management @wealth_mgmt
59K Followers 3K Following Wealth Management is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Anthony Stich 🏄... @anthonystich
4K Followers 819 Following CMO at Moran Wealth. Formerly @MarketCounsel, @Entrustody, @InvestCloud, & @NaviPlan. Investments in @Securitize, @AdvicePay, @SeedsInvestor, and Airotone.
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
ThinkAdvisor @ThinkAdvisor
44K Followers 1K Following Providing financial advisors with the insights, trends and tools they need to lead clients — and the industry — forward.
Liz Ann Sonders @LizAnnSonders
633K Followers 771 Following Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXThiIk
Meb Faber @MebFaber
141K Followers 3K Following Founder:@cambriafunds,@theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/linHiudqoc Email: mf@cambriainvestments
Morgan Housel @morganhousel
665K Followers 839 Following Author of a few books, @collabfund, director at Markel Group. Nice to see you.
Carolyn McClanahan @CarolynMcC
17K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @Investopedia @Forbes
Cheryl Nash @cherylnash2
2K Followers 2K Following Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
David Armstrong @djamesarmstrong
1K Followers 846 Following Executive content director for @InformaConnect Wealth Management
Celebrity Cruises @CelebrityCruise
138K Followers 1K Following We didn't find your happy place, we built it.
Joe Giannone @JosephAGiannone
958 Followers 692 Following A Connecticut Yankee in New Jersey. Opinions are my own, but you already knew that...
Nathan Stevenson @nathan_stvnsn
33 Followers 99 Following Wizardry of the world. Making our dreams reality. Deeper human connections with AI. Founder of ForwardLane. Writer, speaker, creator, lover of community.
Robin Powell @RobinJPowell
23K Followers 14K Following Helping investors make smarter decisions. Journalist, author, evidence-based investing advocate. Founder of The Evidence-Based Investor.
Bruce Kelly @BDNEWSGUY
3K Followers 2K Following Senior Columnist for InvestmentNews, which is owned and operated by London-based Bonhill Group plc.
FutureVault @FutureVault
947 Followers 3K Following The Enterprise Document Infrastructure Layer for BFSI. AI-Powered Digital Vaults and Intelligent Document Processing. Visit https://t.co/PjZD3xClE5
scott huff @huff_scott
495 Followers 433 Following CEO of @yourefolio, former D1 tennis player. Stay thirsty, hard work will always prevail
Janet Levaux @Think_JanetL
3K Followers 4K Following Lead @ThinkAdvisor; cover financial advisors & markets; support #Venezuelans and San Antonio @Spurs; @SAISHopkins & @Yale alum; miss living in Asia, LatAm & EU.
Casey Osbourne @osbournecasey
210 Followers 212 Following Freelance journalist, writer, cover tech and think about the intersection between tech and society
Sean @theseanscoop
802 Followers 679 Following
Nicole Casperson @nicolecasperson
7K Followers 2K Following Founder & CEO Fintech Is Femme Media ✍🏽 Podcast Host🎙️ Opinions @Forbes, Global Speaker, Professor, AAPI 🇵🇭 Debut Book: Fintech Feminists coming fall 2024!
Dani Fava @DaniFava_Carson
2K Followers 165 Following Seeking Financial Wellness for Everyone. And 90's rap battles from anyone. https://t.co/y1XMY4vR4P
Skip Schweiss @SkipSchweiss
687 Followers 88 Following Husband, father, son, brother, friend, skier, hiker, cyclist, mountaineer
Matt Macomber 🇺�... @MattMacomber
177 Followers 253 Following WealthTech | FinTech | Basketball Coach
ECHELON Partners @echelon_group
1K Followers 3K Following The leading experts in #managementconsulting #valuation and #MandA for the #wealthmanagement #investmentmanagement & #wealthTECH industries
Mark Bruno @brunz99
1K Followers 441 Following Managing Director, Wealth Management | Informa Connect; Author, Save Now or Die Trying
Cross River Bank @crossriverbank
6K Followers 625 Following Powering the future of financial services. We deliver innovative embedded payments, cards, lending and crypto solutions to millions of consumers and businesses.
New York Times Travel @nytimestravel
1.1M Followers 325 Following Open up your world with The New York Times. 🌍
The Lincoln Project @ProjectLincoln
2.8M Followers 1K Following "You cannot escape the responsibility of tomorrow by evading it today.” – Abraham Lincoln 🏴☠️ | Home of #TheBreakdown and LP Podcast
Holistiplan @Holistiplan
2K Followers 109 Following Holistiplan is an end to end tax planning tool for financial advisors. Founded by @Roger_S_Pine and @kevin_lozer
Barron's Advisor @barronsadvisor
5K Followers 281 Following World-class financial journalism and original advisor content, from Barron's. Follow @barronsonline for our main news feed.
Sterling Shea @SterlingShea1
427 Followers 144 Following Global Head of Wealth & Asset Management, Barron's
Jason Wenk @jasonwenk
7K Followers 1K Following Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Melanie Waddell @Think_MelanieW
2K Followers 2K Following Senior Editor and Washington Bureau Chief | The Playing Field column | Wife| Boys' Mom | [email protected]
AppriseLabs @AppriseLabs
168 Followers 49 Following We provide innovative and collaborative presentation tools for financial advisors to use with their clients.
inventwithus @inventwithus
196 Followers 186 Following FinTech on a whole new level. Visit https://t.co/E6aBJD7Y30 for more on how we can solve your #fintech problems
TheFedReserved @FedReserved
91 Followers 182 Following Chief Investment Officer at Madison Planning Group. Here to learn and contribute. My own thoughts and views not advice.
Burt White @_BurtWhite
11K Followers 362 Following Chief Executive Officer of @CarsonGroupLLC; On a Noble Quest to Help You Find Your Freedom! Advisory services through CWM, LLC, Registered Investment Advisor.
Sounil Yu @sounilyu
2K Followers 193 Following CTO @Knosticai | @MasonNatSec Fellow | Creator of the Cyber Defense Matrix & DIE Triad | Mad Scientist
StratiFi @trystratifi
2K Followers 2K Following StratiFi is a FinTech company empowering financial advisors to better protect client portfolios with our simplified risk management technology.
Advisor Tech Tools @advsrtechtools
1K Followers 2K Following The only website dedicated to advisor technology and practice management. See ratings, reviews, specs, and comparisons for all the top advisor software.
Michael Mauboussin @mjmauboussin
157K Followers 376 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience
🛫 April Rudin 🌏 @TheRudinGroup
23K Followers 20K Following Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer| Likes: #NextGen #FinTech #WealthTech #Detroit
Bank Card For Travel @Bank_Card_T
63 Followers 889 Following The "Bakcradfortravel" website makes your life easier, and your money go further - whenever and wherever you're travelling
Yodlee @Yodlee
11K Followers 7K Following Yodlee is the leading data aggregation and analytics platform for financial service providers and has been for more than 25 years.
Elizabeth Brigham @esbrigham
3K Followers 3K Following Dir, @HurtHubdavidson Past: @morningstarinc #pmm #product @Disney #prodmanagement @jivesoftware @timshel #cmo @davidsonalums @michiganross
Acorns @acorns
72K Followers 90 Following 🌱Grow Your Oak with Acorns and Acorns Early 🌳 Terms: https://t.co/sCmiLkYqiR https://t.co/z1Oj9uUDuV
The New York Times @nytimes
53.5M Followers 846 Following News tips? Share them here: https://t.co/ghL9OoYKMM
Jason Zweig @jasonzweigwsj
234K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
PayForED @PayForED
32 Followers 62 Following PayForED Software & Loan Solutions help you navigate the college planning, funding, and repayment journey. Individuals, Schools, Employers & Financial AdvisorsYou might like
MichaelKitces
@MichaelKitces
95K Followers
ThinkAdvisor
@ThinkAdvisor
44K Followers
Wealth Management
@wealth_mgmt
59K Followers
Financial Planning
@finplan
79K Followers
RIABiz
@RIABiz
14K Followers
InvestmentNews
@investmentnews
86K Followers
CFP Board
@CFPBoard
29K Followers
XYPN
@XYPNOfficial
9K Followers
T3 Technology Tools
@t3techhub
4K Followers
Caleb Brown
@NewPlnrRec
3K Followers
Orion WealthTech
@orionwealthtech
8K Followers
Roger Wohlner
@rwohlner
12K Followers
Ficomm Partners
@FicommPartners
2K Followers
eMoney Advisor
@eMoneyAdvisor
14K Followers
Redtail Technology
@RedtailCRM
6K Followers