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Presenter Profile:

How they describe themselves: WealthConductor LLC was founded by industry veterans with a combined 80 years of experience in asset management, financial planning, and fintech development. The firm’s sole focus is on building products that assist financial advisors, RIAs and Broker Dealers in simplifying and executing the complicated task of delivering retirement income for their clients. We are a fintech company that helps financial professionals grow their businesses, differentiate their services, and deliver a high quality of service to their clients.

How they describe their product/innovation: IncomeConductor was developed to solve for the many challenges facing financial professionals today.

With 10,000 people turning 65 every day and over $25 trillion held in retirement assets, financial professionals are tasked with helping their clients spend the money they’ve worked a lifetime to build.

With IncomeConductor’s retirement planning software, customized retirement distribution plans can be built with clients’ unique goals in mind and adapted as their priorities change, all in real time.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev.: Tom O’Connor, CMO, toconnor@wealthconductor.com
Press: John Stavinga, Director of Communications Strategy Group, jstavinga@wearecsg.com