Savvy Wealth and Nitrogen are advancing their separate growth plans as they each welcome season fintech veterans to their leadership.
Savvy Wealth announced it has hired David Weiner as chief growth officer, where he will focus on advisor recruitment and the continued expansion of Savvy Advisors.
Weiner brings more than two decades of experience to Savvy with his past leadership roles at startups and SaaS companies, including Compass, David Energy, Electric, and Tekmetric.
“Savvy is at a crucial phase of growth. Connecting with advisors who want to leverage technology to evolve the ways they support their clients is crucial to their growth trajectory,” Weiner said in a statement Tuesday morning.
Along with the hiring announcement, Savvy Wealth revealed its RIA affiliate, Savvy Advisors, has recruited Universal Value Advisors founders Robert Barone and Joshua Barone, who bring nearly 70 years of combined investment management experience and nearly $300 million in assets under management from Farther. Savvy Advisors also welcomed Jason Craine, who joined the firm after overseeing more than $100 million in client assets at Mariner Wealth Advisors.
2024 marked a turning point for Savvy Advisors as it reached and passed the crucial $1 billion milestone.
Meanwhile, Nitrogen has appointed Rachel Cameron as managing director of partnerships. Cameron – who previously served as director of strategic partnerships at DPL Financial Partners, the leading annuity sales and data platform – brings nearly two decades of experience in financial services, including roles at Merrill Lynch and SS&C Black Diamond Wealth Platform.
“For larger firms, the job of selecting the right software, running it through compliance and – in particular – overcoming the change management needed to get advisors successfully using it, is frankly, pretty daunting," Craig Clark, chief marketing officer at Nitrogen, said Tuesday. "This is where Rachel has really distinguished herself as a much-needed bridge between the companies that are elite at building software and the home office teams driving adoption.”
Last year, Nitrogen upgraded its ability to support large firms and their advisors with a revamp of its enterprise fintech suite.
Cameron will lead Nitrogen’s industry partnership efforts, working with wealth management firms, insurance providers, asset managers, and technology firms.
“I’m thrilled to join Nitrogen at such an exciting time of growth and product innovation,” Cameron said. “Nitrogen’s focus on empowering advisors to deliver better client outcomes is incredibly inspiring.”
Jim Cahn, of Wealth Enhancement Group, lifts the lid on his firm's partnership model, his views on RIA M&A, and the widely slept-on reason why advisors are merging into larger organizations.
The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.
Wealth managers offer unique ideas for couples to grow closer emotionally and financially.
Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.
Falling prices for some securities within the $4 trillion state and local government debt market spotlight how the push to shrink spending is sending shockwaves across the US.
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.
