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Aquilance Appoints John Carey As CEO

PRIVATEJun 24, 2024•almost 2 years 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.

Predictive Intelligence
Strategic

ML-powered predictions for Aquilance's next move

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Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.