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Lessons Learned from 60-Day Tech-Stack Buildout: Nate Lenz

Concurrent CEO and Co-Founder, Nate Lenz, shared valuable insights at the WealthManagement Edge conference, offering practical guidance for firms reassessing their tech stacks. From leveraging existing FinTech tools to prioritizing data cleanliness and integration, Nate’s advice is essential for any wealth management firm looking to enhance their operations. Watch the full video here for more.

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Building a Championship RIA with Nate Lenz

In Episode 083 of The Connected Advisor podcast, our Co-Founder and CEO, Nate Lenz, delved into the strategies behind building a championship Registered Investment Advisor (RIA) firm. Drawing

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