Aquilance Appoints John Carey As CEO
06/24/24, 12:11 PM
Location
Industry
financial services
Position
chief executive officer
Aquilance, a leading provider of financial administration services, has announced the appointment of John Carey as CEO. Carey brings more than two decades of fintech experience in wealth management and banking, having previously built a successful career creating digital technology solutions that enhance the wealth management and financial administration industry. Under his leadership, Aquilance aims to expand its proprietary technology solutions while maintaining a commitment to white-glove service.
Company Info
Location
united states
Additional Info
Aquilance was founded in 1987 to address the complex financial administration needs of families and individuals of wealth. Currently serving hundreds of families, Aquilance provides a diverse suite of services which includes personal bookkeeping and bill pay, consolidated accounting across multi-entity family structures and complex investment partnerships, performance reporting, ILIT administration and much more. The firm's mission of over thirty years continues to be enriching quality of life for families by eliminating time spent on managing complex finances, and empowering effective decision making and legacy planning by delivering timely and accurate reports to clients and their advisors.
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