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Aquilance Appoints John Carey As CEO

Jun 24, 2024•about 1 year ago

Position

Chief Executive Officer

Company

Aquilance

John Carey

United StatesFinancial Services

Description

Aquilance, a leading provider of financial administration services, has announced the appointment of John Carey as CEO. Carey brings more than two decades of fintech experience in wealth management and banking, having previously built a successful career creating digital technology solutions that enhance the wealth management and financial administration industry. Under his leadership, Aquilance aims to expand its proprietary technology solutions while maintaining a commitment to white-glove service.

Company Information

Company

Aquilance

Location

United States

About

Aquilance was founded in 1987 to address the complex financial administration needs of families and individuals of wealth. Currently serving hundreds of families, Aquilance provides a diverse suite of services which includes personal bookkeeping and bill pay, consolidated accounting across multi-entity family structures and complex investment partnerships, performance reporting, ILIT administration and much more. The firm's mission of over thirty years continues to be enriching quality of life for families by eliminating time spent on managing complex finances, and empowering effective decision making and legacy planning by delivering timely and accurate reports to clients and their advisors.

Company News

(1 articles)

Thu, 20 Jul 2023 23:54:19 GMT

Ken Eyler, CEO, Aquilance - financial-planning.com

FundzWatch™ Score

Low Activity

1 total signals

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