Rockstar is recruiting for a next-generation fintech startup that is building an operating system for wealth management. The client partners with Registered Investment Advisors (RIAs) to deliver a seamless, tech-forward platform that integrates financial planning, investments, estate planning, tax, and insurance into one digital experience. The mission is to help advisors attract and serve the next generation of wealth while radically improving efficiency. The client is developing a cutting-edge platform for wealth management, focused on integrating all aspects of financial planning into a unified digital experience. The team is dedicated to transforming how advisors and their clients interact with financial services, leveraging technology to drive efficiency and innovation.
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Career Level
Executive
Number of Employees
1-10 employees