Profil
Rich Cancro is the founder and current Chief Executive Officer of CRM Software LLC.
He founded AdvisorEngine, Inc. in 2014 and serves as its Chief Executive Officer.
Postes actifs de Rich Cancro
| Sociétés | Poste | Début |
|---|---|---|
AdvisorEngine, Inc.
 AdvisorEngine, Inc. Packaged SoftwareTechnology Services AdvisorEngine, Inc. operates as a digital wealth management technology company which engages in integrating private-label robo-advice technology within a full enterprise B2B digital wealth management platform. It focuses online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides fully customizable robo-advisor tools, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. The firm helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was founded by David Scalzo, Rich Cancro and Vladimir Baranovin in 2014 and is headquartered in New York. | Directeur Général | 01/01/2014 |
CRM Software LLC
 CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Directeur Général | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
AdvisorEngine, Inc.
AdvisorEngine, Inc. Packaged SoftwareTechnology Services AdvisorEngine, Inc. operates as a digital wealth management technology company which engages in integrating private-label robo-advice technology within a full enterprise B2B digital wealth management platform. It focuses online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides fully customizable robo-advisor tools, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. The firm helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was founded by David Scalzo, Rich Cancro and Vladimir Baranovin in 2014 and is headquartered in New York. | Technology Services |
CRM Software LLC
CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Technology Services |
