Founder, Founder, CEO
Aaron Schumm
Founder, CEO of Vestwell. Repeat FinTech entrepreneur having co-founded FolioDynamix, exiting to Actua prior to Vestwell. 15+ years of FinTech & FinServ
Founder, CEO of Vestwell. Repeat FinTech entrepreneur having co-founded FolioDynamix, exiting to Actua prior to Vestwell. 15+ years of FinTech & FinServ
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Experience
Exit
Quovo
Advisor
Advisor
Exit
Foliodynamix
Founder, Co-Founder, Chief Customer Officer
Oversaw the firm revenue generation & platform product development, including business development, client management, marketing, partnerships, acquisitions, product and... more overall directional strategy.
Greater New York City Area
Advisory Board Member
FolioDynamix offers the most comprehensive web-based technology platform
advisor communities
Electra Information Systems
Marketing/Business Development/Sales
Fiserv
Product Manager
Dillon Scott Securities
Head Equity Research Analyst
The Northern Trust Company
Senior Portfolio Analyst
Founder
Employee
Advisor
Education
About
Achievements
Founder, Hello401 - Helping others retire safely & securely
Advisor to Quovo, Vestorly & TREC Worldwide
Co-Founder, FolioDynamix (exit @ $200M) - A wealth management platform for advisors
Volunteer/Mentor @ Stoked Mentoring for inner city youth
Founder, Left Right Center Tees - Politically aware t-shirts
Describe the most impressive thing you've done.
Skills
What I'm Looking For
Looking for talent to invest, advise or come on full-time at an early-stage FinTech & FinServ firm.
Describe what you're looking for in a company.
Locations