AdvisorPortable @AdvisorPortable

AdvisorPortable redefines the RIA digital experience to reach more people. Our team is committed to providing RIA's a unique mobile app and website experience advisorportable.com Washington, DC Joined February 2015

Tweets

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Following

344
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Joel Bruckenstein @FinTechie

9 years ago

@BobVeres:The next generation is not good at reading things, but they watch video #T32017

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AdvisorPortable @AdvisorPortable

9 years ago

How can Advisors standout from other Advisors: 3 Reasons All Advisors Need a Differentiating Video blog.advisorportable.com/3-reasons-all-…

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AdvisorPortable @AdvisorPortable

9 years ago

How can Advisors standout from other Advisors? Read our blog post! lnkd.in/e564FDm

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AdvisorPortable @AdvisorPortable

9 years ago

Wanted to Introduce Everyone to Our New AdvisorPortable Blog and our first posting on Mobile Technology http://blog.advisorportable.com/3-reasons-why-…

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AdvisorPortable @AdvisorPortable

9 years ago

Wealth Management Apps for HNW Clients Proliferate disq.us/t/28oo82x

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AdvisorPortable @AdvisorPortable

9 years ago

How Mobile Tech Can Help Advisors Build Relationships thinkadvisor.com/2016/06/23/how…

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AdvisorPortable @AdvisorPortable

9 years ago

5 adviser tech trends that will define 2016 investmentnews.com/article/201512… via @newsfromIN

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AdvisorPortable @AdvisorPortable

9 years ago

Fourteen Big Ideas From Top WealthTech Executives wealthmanagement.com/technology/fou… via @wealth_mgmt

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AdvisorPortable @AdvisorPortable

9 years ago

Four Financial Technology Tools You Can't Ignore lnkd.in/eRpshyq

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AdvisorPortable @AdvisorPortable

9 years ago

Having a client facing App would be a good first step! Kitces: Can advisers operate like Uber? financial-planning.com/news/kitces-ca…

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AdvisorPortable @AdvisorPortable

9 years ago

Interesting read about HNW clients and their experience and desire for digital

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AdvisorPortable @AdvisorPortable

9 years ago

@AdvisorPortable has its South Florida shutters up and is ready for #HurricaneMatthew. Hoping everyone is safe out there the next few days

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AdvisorPortable @AdvisorPortable

9 years ago

Startup Monday: Advisor Portable Aims to Help Financial Advisors Gain New Clients arlnow.com/2016/04/18/sta…

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AdvisorPortable @AdvisorPortable

10 years ago

Hello Twitter! #myfirstTweet

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Milton Weissnat-Balis... @weissnat36195

69 Followers 3K Following

Beatrix @teradatesh29889

89 Followers 7K Following

OdeletteBunyan @P5V85VPWiY75z

72 Followers 7K Following

Emma Dumont @V92Tyq9k6iDQhK8

22 Followers 2K Following

HermosaPalmer @l18NkvJ0jeynD

25 Followers 3K Following

けずかみすず @kezukamisu11356

47 Followers 3K Following

Annette @hythelet21399

15 Followers 2K Following

Chief Investment Officer @finsynhouston, eternal optimist investor, family man. Dedicated to simple, but sophisticated investment strategies.

Mike Minter @MikeMinterCIO

83 Followers 123 Following Chief Investment Officer @finsynhouston, eternal optimist investor, family man. Dedicated to simple, but sophisticated investment strategies.

Jeff Weeks is a Fee-Only (When You're Up)
Financial Planner & Independent Investment Advisor #AccountableUpdate #FeeOnlyWhenUUp

Jeff Weeks, CFP® @ATXAdvisor

479 Followers 1K Following Jeff Weeks is a Fee-Only (When You're Up) Financial Planner & Independent Investment Advisor #AccountableUpdate #FeeOnlyWhenUUp

Chief Vision Officer - Edge Financial Advisors - Financial planning/Investment firm. Tweet to help others with their financial health
Pickleballer - @VeeFriends

Ed Meek, CFP® @EdMeekEdge

269 Followers 801 Following Chief Vision Officer - Edge Financial Advisors - Financial planning/Investment firm. Tweet to help others with their financial health Pickleballer - @VeeFriends

Gg @TheGleasonGroup

429 Followers 761 Following FinLife Management• GIF Aficionado • Cardinals, Bama & Bourbon Enthusiast

Michael Nathanson @Nathanson_MJ

861 Followers 702 Following CEO, Focus Financial Partners. Past Chairman & CEO, The Colony Group. Past Chairnan, National Brain Tumor Society.

ApproachCrafters @ApproachCrafter

141 Followers 1K Following New business strategy, research and execution for professional service providers.

Simon Quick Advisors @SimonQuickAdvrs

242 Followers 290 Following Simon Quick Advisors is an independent wealth management firm. Disclosures: https://t.co/6vA080v8Hb

Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer|
Likes: #NextGen #FinTech #WealthTech #Detroit

🛫 April Rudin 🌏 @TheRudinGroup

23K Followers 20K Following Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer| Likes: #NextGen #FinTech #WealthTech #Detroit

Darlene Murphy, CPA, ... @Darlene_Murphy

531 Followers 1K Following

Wealth Management expertise in Asset Allocation, Financial Planning, Investment Advisory, Retirement Income and Risk Management.

NobleBridgeWealth @NobleBridgeWm

797 Followers 3K Following Wealth Management expertise in Asset Allocation, Financial Planning, Investment Advisory, Retirement Income and Risk Management.

Derastone LLC @derastone

32 Followers 128 Following

Mink Hollow Advisors is a strategy consulting firm that serves wealth management enterprises with ambitious growth and transformation agendas.

Mink Hollow Advisors @MinkHollowAdv

255 Followers 352 Following Mink Hollow Advisors is a strategy consulting firm that serves wealth management enterprises with ambitious growth and transformation agendas.

CEO/Chief Portfolio Strategist @ https://t.co/jeIV88Xp2E Technical Trader / Chart Enthusiast / Proud Husband, Father & Christian / Private Wealth Management

Bryan Cannon, CFP® @CannonAdvisors

638 Followers 2K Following CEO/Chief Portfolio Strategist @ https://t.co/jeIV88Xp2E Technical Trader / Chart Enthusiast / Proud Husband, Father & Christian / Private Wealth Management

BravoSec @bravosecdotcom

152 Followers 1K Following Cyber Security For RIAs - (310) 730-1974 "Compliance Keeps The Regulators Out, Security Keeps The Bad Guys Out." https://t.co/zSAt4N0xUx

Union @JoinUnion

72K Followers 2K Following Connecting innovators around the globe on one digital platform.

AdvisorTrust, Inc. is an independent trust company focused exclusively on providing trust services to the clients of financial advisors and recordkeepers

AdvisorTrust, Inc. @AdvisorFriendly

1K Followers 3K Following AdvisorTrust, Inc. is an independent trust company focused exclusively on providing trust services to the clients of financial advisors and recordkeepers

South Florida Financial Planning Association, home to CFP® professionals and others from Hollywood-Ft Lauderdale, to Boca Raton, Palm Beach & Vero Beach.

FPA South Florida @FPASouthFL

55 Followers 26 Following South Florida Financial Planning Association, home to CFP® professionals and others from Hollywood-Ft Lauderdale, to Boca Raton, Palm Beach & Vero Beach.

The leading experts in #managementconsulting #valuation and #MandA for the #wealthmanagement #investmentmanagement & #wealthTECH industries

ECHELON Partners @echelon_group

1K Followers 3K Following The leading experts in #managementconsulting #valuation and #MandA for the #wealthmanagement #investmentmanagement & #wealthTECH industries

finance stuff, crypto, SaaS, AI, mostly memes. I use my old butterfly labs miner as a coffee heater. all in on $tsla, $PLTR and $BTC... $pepe for the lols

l.a.c @lac998877

575 Followers 3K Following finance stuff, crypto, SaaS, AI, mostly memes. I use my old butterfly labs miner as a coffee heater. all in on $tsla, $PLTR and $BTC... $pepe for the lols

Smart Stock Charts @stockcharttrade

2K Followers 2K Following Harnessing the power of Neural Networks to predict critical prices in the Stock Market!

Nida Montgomery Wealt... @NMWealth

80 Followers 412 Following Healthcare Executives are extraordinarily busy. We save them time with location-independent financial advice.

Financial advisor marketing services since 2003.
We make the Internet your best source for new clients. #FinancialAdvisorMarketing

PDM @PaladinDM

2K Followers 4K Following Financial advisor marketing services since 2003. We make the Internet your best source for new clients. #FinancialAdvisorMarketing

Golding Group @TheGoldingGroup

2K Followers 4K Following Exclusive members only travel and lifestyle. Every entrepreneurs destination.

Behavioral Finance & Risk Expert, Finance Professor, SSRN Editor, Radio Guest, Author, Speaker. Victor Ricciardi posts #behavioralfinance news.

Behavioral Finance @victorricciardi

67K Followers 75K Following Behavioral Finance & Risk Expert, Finance Professor, SSRN Editor, Radio Guest, Author, Speaker. Victor Ricciardi posts #behavioralfinance news.

Sunshine Ranch Mgmt. is a Florida-based ranch investment, management, and consulting firm for foreign and domestic ranch land owner/investors.

Sunshine Ranch Mgmt @SunshineRanchMg

304 Followers 2K Following Sunshine Ranch Mgmt. is a Florida-based ranch investment, management, and consulting firm for foreign and domestic ranch land owner/investors.

Seun Adeyemi BA, CFP�... @SeunAdeyemiCFP

902 Followers 2K Following Certified Financial Planner® at @TrueWealthCA focused on Empowering Your Real Estate Investing Dreams.

A private, portfolio management and financial planning firm, specializing in a proactive, dynamic, tactical money management that we call, Defense First.

Libertas Wealth Mgmt @LibertasWM

585 Followers 222 Following A private, portfolio management and financial planning firm, specializing in a proactive, dynamic, tactical money management that we call, Defense First.

50 state MSB status of any entity in 30 seconds. #FinCEN #NMLS #CFPB #FACTA state regulator info and much more. #MSB #BankCompliance automated #fintech #regtech

MSBStatus.com @MSBStatus

846 Followers 4K Following 50 state MSB status of any entity in 30 seconds. #FinCEN #NMLS #CFPB #FACTA state regulator info and much more. #MSB #BankCompliance automated #fintech #regtech

Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6

Marie Swift @marieswift

8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6

We are Women and Money Inc. Helping Women to Learn, Earn and Lead. Create your finances to fit your life and your business. Join today!

Women and Money Inc @WomenMoneyInc

661 Followers 926 Following We are Women and Money Inc. Helping Women to Learn, Earn and Lead. Create your finances to fit your life and your business. Join today!

The CFP Board Career Center serves those interested in financial planning careers, CFP® certification, and job and internship opportunities.

CFP Board Career Cent... @CFPcareers

2K Followers 4K Following The CFP Board Career Center serves those interested in financial planning careers, CFP® certification, and job and internship opportunities.

Heather Mount @HeatherMount9

16 Followers 131 Following

Cayenne Levorse @theperkypepper

13 Followers 30 Following

Investment Advisor and Personal CFO to families and businesses. Specializing in multi-asset class investment allocation.

Michael S. Finer CPA @majorlefinercpa

2K Followers 3K Following Investment Advisor and Personal CFO to families and businesses. Specializing in multi-asset class investment allocation.

John C Moynihan, CFP @waterstonewlth

89 Followers 509 Following Fee Only Financial Advisor

At Barry Investment Advisors, we are committed to your financial goals, both short and long-term. We focus on anticipating and planning for what lies ahead.

BarryIAs @BarryIAS

495 Followers 1K Following At Barry Investment Advisors, we are committed to your financial goals, both short and long-term. We focus on anticipating and planning for what lies ahead.

James Whitehouse, Senior Wealth Advisor, Portfolio Manager, National Bank Financial,
Whitehouse Wealth Management Group. LinkedIn: https://t.co/qWyJg9DG2d

James Whitehouse @WhitehouseWMG

181 Followers 604 Following James Whitehouse, Senior Wealth Advisor, Portfolio Manager, National Bank Financial, Whitehouse Wealth Management Group. LinkedIn: https://t.co/qWyJg9DG2d

Mark Salow @marksalow

2 Followers 28 Following

Erazor.US @Erazor_US

93 Followers 698 Following

The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.

T3 Technology Tools @t3techhub

4K Followers 2K Following The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.

19 yrs helping families + founders reduce taxes, build wealth & plan smarter. Insurance + Investment Strategy | Caballaro Agency | Exponent Partner

Kevin Caballaro @KCaballaro

587 Followers 2K Following 19 yrs helping families + founders reduce taxes, build wealth & plan smarter. Insurance + Investment Strategy | Caballaro Agency | Exponent Partner

Dad, sailor & #Wealth Strategist. I tweet about #money #retirement #divorce, #investing, #studentloans #blockchain #financialinsight. advice only!

Trivia Finance @triviafinance

58K Followers 43K Following Dad, sailor & #Wealth Strategist. I tweet about #money #retirement #divorce, #investing, #studentloans #blockchain #financialinsight. advice only!

Providing our clients with an outstanding service of consulting in the US, offering multiple business solutions #BusinessLoans & #PersonalLoans

Roka Capital @RokaCapital

399 Followers 1K Following Providing our clients with an outstanding service of consulting in the US, offering multiple business solutions #BusinessLoans & #PersonalLoans

Director, Advisor Growth Marketing @hightoweradvisors
Tweets to help advisors grow and strengthen client relationships | lover of paddleboarding & 🐶s

Liz Skinner @skinnerliz

7K Followers 730 Following Director, Advisor Growth Marketing @hightoweradvisors Tweets to help advisors grow and strengthen client relationships | lover of paddleboarding & 🐶s

FPA South Florida @FPASouthFL

55 Followers 26 Following South Florida Financial Planning Association, home to CFP® professionals and others from Hollywood-Ft Lauderdale, to Boca Raton, Palm Beach & Vero Beach.

A #digitalmarketing platform for the modern advisor. Driving, capturing & converting more leads through dynamic #webdesign + #SEO + #contentmarketing

Twenty Over Ten 💻 @twentyoverten

3K Followers 2K Following A #digitalmarketing platform for the modern advisor. Driving, capturing & converting more leads through dynamic #webdesign + #SEO + #contentmarketing

Anna Sergunina @ASergunina

749 Followers 923 Following On a #journey to make a difference| #feeonly #money Planner| CEO @ MainStreet Financial Planning

David has been working as a financial planner since 2001. He holds a BSBA in Finance (Financial Planning) from Western Carolina University.

Horizons Wealth Mgt. @HorizonsWealth

103 Followers 230 Following David has been working as a financial planner since 2001. He holds a BSBA in Finance (Financial Planning) from Western Carolina University.

AIM Advisors @AIMAdvisorsNC

129 Followers 52 Following Disclosures can be found on our website, linked below: https://t.co/16q3O3WV1k

David Fabian @fabiancapital

2K Followers 268 Following Managing Partner - FMD Capital Management.

Vestorly’s Content Management Engine enables organizations to discover, filter, and personalize the right content to the right person at the right time.

Vestorly (Acquired by... @Vestorly

3K Followers 1K Following Vestorly’s Content Management Engine enables organizations to discover, filter, and personalize the right content to the right person at the right time.

Founder of Next Gen Financial Planning, a fee-only firm helping young professionals use money as a tool to balance today’s pressing needs with tomorrow’s dreams

Steven Fox @steven_c_fox

227 Followers 135 Following Founder of Next Gen Financial Planning, a fee-only firm helping young professionals use money as a tool to balance today’s pressing needs with tomorrow’s dreams

Noa Rodriguez-Hoffman... @noahoffman

705 Followers 2K Following Founder | Fractional CFP | FinTech/FinServ Consultant | Angel Investor | Content Creator

We are a financial services firm committed to helping you improve your financial success through personalized service and expertise.

Quantum Financial Adv... @QuantumAdvisor

556 Followers 678 Following We are a financial services firm committed to helping you improve your financial success through personalized service and expertise.

Corey Purkat, CFP® @capurkat

357 Followers 1K Following 401(k) Junkie | Financial Planner | Outdoorsman | Husband | Father

IHT Wealth @IHTWealth

3K Followers 277 Following Securities offered through LPL Financial, Member FINRA/SIPC, https://t.co/DnezRJmyfd and https://t.co/TI8HTUdtmk.

Libertas Wealth Mgmt @LibertasWM

585 Followers 222 Following A private, portfolio management and financial planning firm, specializing in a proactive, dynamic, tactical money management that we call, Defense First.

Building and protecting our clients wealth. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

AGHWealthManagement @AGHWealth

110 Followers 50 Following Building and protecting our clients wealth. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Tim Baker @WealthShape

157 Followers 70 Following Timothy Baker, CFP®. Advocate for advice and investment design built on reason not speculation.

Will Akers @akers_will

308 Followers 1K Following I am Will. My dad is Bill.

Aspen Wealth Manageme... @AspenWealthMgmt

417 Followers 356 Following Fee-Only financial planning to help clients live their best lives today without sacrificing their tomorrows.

Catherine Collins @ItsCatCollins

7K Followers 4K Following 💻 #FreelanceWriter 💰 #FinancialWriter 📖 #Author 🎙️ #Podcast Co-Host of @FiveYearYou

Prateek Mehrotra @pmehrotra1

98 Followers 1K Following

Bud H @bud_heintz

408 Followers 297 Following Like to ride skinny and fat tires. Arizona Wildcat. Abide.

I help you take control of your money so that you can take care of your family. Free time is spent jumping on beds and building block towers.

Matt Becker, CFP® @MomAndDadMoney

2K Followers 169 Following I help you take control of your money so that you can take care of your family. Free time is spent jumping on beds and building block towers.

Driehaus Capital Management LLC is an independent boutique investment adviser managing growth equity investment strategies and alternative strategies.

Driehaus Capital Mana... @DriehausCapital

37K Followers 176 Following Driehaus Capital Management LLC is an independent boutique investment adviser managing growth equity investment strategies and alternative strategies.

Kyle Kvalheim @KVFPatl

12 Followers 5 Following Enrepreneur, Fee-Only Financial Planner, coffee enthusiast.

Jason Cooke, CFP® @jason_cooke

349 Followers 373 Following CERTIFIED FINANCIAL PLANNER® , Dad, Coach, Mathlete trying to make the world a better place.

I Quote & Share Articles About Entrepreneurs, Motivation & Success checkout http://t.co/G55yYRgCLY | The #1 Motivational site on the planet!

Entrepreneurs @TheSuccessKing

388K Followers 308K Following I Quote & Share Articles About Entrepreneurs, Motivation & Success checkout http://t.co/G55yYRgCLY | The #1 Motivational site on the planet!

Financial planner. I help mid-career women in tech build wealth through IPOs...and then protect and use that wealth once you

Meg Bartelt, CFP®, R... @MegBartelt

4K Followers 102 Following Financial planner. I help mid-career women in tech build wealth through IPOs...and then protect and use that wealth once you "retire."

Marie Swift @marieswift

8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6

1650 Wealth @1650wealth

49 Followers 27 Following 1650 Wealth Management. A Fee-Only, Independent, Private Wealth Management firm located in Fort Lauderdale, Florida.

John McCarthy, CPA @johnmccarthycpa

988 Followers 404 Following Husband and Father of 4 great homeschooled kids, #CPA & President of McCarthy Tax focusing on equity compensation

Will Kaplan @kaplanw

100 Followers 60 Following

Hui-chin Chen @huichinfp

257 Followers 92 Following Founder of @theciganetwork & Financial Planner at https://t.co/uvnLDTA2hi

Christian father and husband building a financial planning firm serving physicians @WrenneFinancial and loving life!

Daniel Wrenne @daniel_wrenne

279 Followers 226 Following Christian father and husband building a financial planning firm serving physicians @WrenneFinancial and loving life!

Fee-only financial planning firm helping young physicians, residents & dentists take control of their money and live better lives.

Wrenne Financial @WrenneFinancial

442 Followers 380 Following Fee-only financial planning firm helping young physicians, residents & dentists take control of their money and live better lives.

PJ Wallin, CPA, CFP® @pjwallin

305 Followers 346 Following Founder & Lead Advisor Atlas Financial...Father...Husband...Coffee Lover https://t.co/drPOki2FTd

Travel Junkie | Digital Nomad | Remote Worker | On-Again-Off-Again Expat | Financial Consultant For All Of The Above | Founder, Remote Financial Planner

Dave Jacoby CFP® @RemoteFP

Comprehensive financial planning targeting young professionals, entrepreneurs, small business owners & those with large life events (children, retirement, etc)

Legacy Care Wealth @Legacy_Care

157 Followers 269 Following Comprehensive financial planning targeting young professionals, entrepreneurs, small business owners & those with large life events (children, retirement, etc)

Helping clients build wealth | Multilingual Financial Advisor | Founder @DiasWealth | Speaker & Educator | Your guide to smarter money decisions

Carlos Dias Jr. @CarlosADiasJr

308 Followers 62 Following Helping clients build wealth | Multilingual Financial Advisor | Founder @DiasWealth | Speaker & Educator | Your guide to smarter money decisions

Wise Bread @wisebread

67K Followers 4K Following Personal Finance and Frugal Living Portal.

Harlan Landes @harlanlandes

11K Followers 979 Following Founder, The Plutus Foundation | Former Director, assorted drum corps | arts | financial lit | https://t.co/F3ogBOgMaI

Advice-only Financial Planner, Certified Financial Therapist™, Certified IFS Practitioner, Author, Speaker, Educator, Finologist Fellow, Visionary, Enneagram

Rick Kahler, MS, CFP�... @RickKahler

7K Followers 164 Following Advice-only Financial Planner, Certified Financial Therapist™, Certified IFS Practitioner, Author, Speaker, Educator, Finologist Fellow, Visionary, Enneagram

Legacy Wealth Partner... @LWPcolorado

244 Followers 646 Following Welcome to Financial Clarity. ChFC®, CLU®, CFP®, MBA®, FLMI® RICP®

Wescott seeks to work with a select number a clients seeking to gain exposure to #innovation #fintech #blockchain #sharingeconomy #millennials #investments

Wescott Capital @Wescott_Capital

8K Followers 7K Following Wescott seeks to work with a select number a clients seeking to gain exposure to #innovation #fintech #blockchain #sharingeconomy #millennials #investments

Alan Moore (He/Him/Hi... @R_Alan_Moore

8K Followers 570 Following Father, Financial Planner, Speaker, Consultant, Entrepreneur, Tech Nerd, and aspiring Ski Bum - Co-Founder of @XYPlanning

Ryan @ryandnabehavior

3K Followers 10 Following

Self-made millionaire sharing wealth building secrets your parents and school didn't teach you | Retired CFP® → Online Entrepreneur

Jeff Rose, CFP® @jjeffrose

46K Followers 984 Following Self-made millionaire sharing wealth building secrets your parents and school didn't teach you | Retired CFP® → Online Entrepreneur

Brittney Castro, CFP�... @Brittneycastro

11K Followers 1K Following CFP®, CRPC®, AAMS® Head of Education @SignalAdvisors Life Insurance Broker | Certified Financial Planner | Brand Partner 🇲🇽🇺🇸Book a call & learn more👇

Co-CEO @AbacusWealth. Money 🤓. CFP®. Speaker. Author. Podcaster. Animal lover. Wife and Mama 🐻. Expanding what's possible with money.

Mary Beth Storjohann @marybstorj

7K Followers 951 Following Co-CEO @AbacusWealth. Money 🤓. CFP®. Speaker. Author. Podcaster. Animal lover. Wife and Mama 🐻. Expanding what's possible with money.