Testimonial 1

Doug is a wealth-tech unicorn. He has an innate sense of how technology innovations are transforming wealth management, in particular how advisor and client roles and expectations are changing. Perhaps more importantly, he has the rare experience to appreciate the complexities for large institutions to respond strategically. Professional, yet friendly, it has been a joy working with Doug.

– Edwin Choi Founder at Capitect and Mariposa Capital Management

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Amanda Brown
Testimonial 2

Few people have a deep understanding of the complexities of wealth management or a valuable perspective around how to maximize technology. Doug Fritz is a refreshing change in the industry. Every time I meet with him I learn a tremendous amount and it always has a positive benefit on my business.

– Greg Friedman President CEO Private Ocean Wealth Management; President, CEO Junxure

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Amanda Brown
Testimonial 3

When it comes to wealth technology strategy there are lots of firms that talk a good game, but Doug Fritz helps you make it happen. I’ve had the pleasure of knowing and interacting with him for several years and his insight and experience have always been helpful. I would recommend working with Doug if you need help making a material impact on your firm’s pace of innovation, scale or client experience.

– Mojgan Nowain Senior Technology Executive

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Amanda Brown
Testimonial 4

At a time when wealth management is rapidly changing, Doug has the industry experience and deep technical know-how to guide organizations to newfound success. Doug helped us chart a new path forward for our business by leveraging new technologies, partnerships and strategies.

– Matthew Hoffman Co-Founder of Empire Softwar

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Amanda Brown
Testimonial 5

I worked with Doug while I was the Deputy Chief Investment Officer for Wells Fargo's Wealth Management division. Doug brought a unique skill set of wealth management knowledge and technology insight to our team.  He was able to identify how we can improve our business by improving our client's experience through innovative technology tools. Doug pinpointed opportunities, designed solutions, and most importantly knew how to execute. Doug provided me personally with ideas that were unique and fresh to help my management of a complex financial services firm.

–Ron Florance President at RMF Consulting

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Amanda Brown
Testimonial 6

Doug is a great resource for any small or large financial institutions (FIs) looking for a partner to help define and shape their digital wealth management strategy. His proven background and experience of driving innovation through fintech partnerships while successfully navigating the complexities with dated technologies/processes at large FIs are qualities that makes him a very unique and valuable individual. His deep industry knowledge, pulse on trends/landscape combined with a strong industry rolodex positions him as an ideal partner for anyone looking to build or test drive their digital strategy.

–Kaushal Pandia Director of Enterprise Solutions at Future Advisor

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Amanda Brown