Search Results

Showing 1 - 2 of 2 results for "Count Financial"

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... exceptional value to our clients through world-class advice technology." Last month Iress added the former head of Count Financial to a newly created executive general manager position in its wealth business. Adam Webb arrived as the executive general ...

Goodments founder launches ethical research platform for advisers

RACHEL ALEMBAKIS  |  THURSDAY, 24 NOV 2022  |  NEWS
... 2021. Ethic Adviser is now in the process of raising a seed round of $1 million. Ethic Adviser has partnered with Count Financial, which has an audience of 300 financial advisers across the country. Ethic Adviser will offer exclusive access and product ...
PAGE:
1