Product: Wealth & Investment Management Technology for the Self-Serve Investor, Financial Advisor, and Robo Advisor.

Company: Wells Fargo

My Role: Technology Analysis / Strategy

Target Customer: B2B, Retail

Overview: This project focused on technology component identification and evaluation, and competitive analysis. Representative component examples:

  1. Financial Planning (Pefin, eMoney, …)
  2. Financial Data providers (MorningStar, Xignite, …)
  3. Communication / CRM (Salesforce, Redtail, …)
  4. BI / Analytics (Envestnet Tamarac, Tableau, …) 
  5. Financial Data Aggregation (Plaid, Akoya, …)
  6. White label Robo Advisors (Betterment, OptiFi, SigFig, …)


  • Financial Advisor & Self-Serve Platform Technology – This analysis supports the ongoing multi-year “next generation” program to upgrade the existing platform used by the consumer and financial advisor.
  • Robo Advisor Platform Technology – After competitive analysis and analyzing available robo advisor B2B2C platforms, the data informed the company to evolve the existing platform, PR here.