The Connecticut Technology Council (CTC) and Marcum LLP recently announced finalist companies in the 2019 Marcum Tech Top 40, an annual recognition of the fastest growing technology companies in Connecticut. WealthConductor LLC was named as one of the 40 finalists and is one of two companies in the “early stage” category. The Marcum Tech Top 40 recognizes…
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IncomeConductor takes first place at Quesnay FFiT Fintech Competition
Quesnay, Inc., a women-led consultancy hosted its 3rd annual Female Founders in Technology event that marries support for diversity and innovation into one, with this year’s focus was on the FinTech space. The competition recognizes and supports women-led startups and awards them with money, mentorship, education, and introductions to potential business partners. Through a months-long…
Raymond James Integrates with IncomeConductor
WealthConductor is proud to announce that our data connectivity integration with the Raymond James advisor platform is live. Through the new integration, Raymond James advisors can connect their client accounts and holdings directly to their IncomeConductor income plans. Every day, Raymond James client account and underlying position values will be automatically updated, ensuring that every…