Gavin Spitzner

President

2015

Management consulting and applied wealth tech strategy for banks, broker dealers, RIAs, asset managers, fintechs and the service providers supporting those channels. We assist wealth management executives with development, prioritization and execution of growth and innovation strategies including modern technology roadmaps, digital client experience and advice and change management initiatives. Wealth Consulting Partners, LLC offers a range of consulting services centered on platform technology, digital strategy and client experience, encompassing everything from strategic development to implementation. The unifying theme across our work is to serve as your partner acting as a catalyst for change within your organization and then help you lead and drive the change to achieve specific business objectives relating to topline growth, improved client experiences and operational efficiency. We have worked within all aspects of the Wealth Management/Managed Accounts/FinTech arena -- Sponsor/Client side, Asset Manager side, Provider side -- and with that as a foundation, have unsurpassed understanding of what works and what doesn't work and how to create "win/win", lasting partnerships between all parties.

Member Board Of Directors

2021

Lumiant is a behavioral finance and client experience platform like no other. Built to support financial professionals with the tools they need to deliver scalable, compliant, client-centric advice. Lumiant's mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients' financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing. Give money meaning with Lumiant and help your clients live their best life.

Advisory Council

2022

Bento Engine is a B2B Fintech SaaS company focused on the intersection of technology and impactful wealth management advice. What do we do – Bento empowers Financial Advisors to lead with advice that goes beyond investing. Advice that is timely, personalized and improves the lives of their clients. Why do we do it – Many families are still not getting all the financial advice they need. When Financial Advisors provide comprehensive advice across their entire book of business everyone wins. How do we do it – Bento combines a powerful Advice Engine, a Proprietary Content Library and timing expertise to make Financial Advisors more impactful and more efficient. We combine Bento with our client’s existing technology to speed adoption and results. Bento -- Scaling Moments That Matter.

Senior Advisor

2021

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) when conventional approaches are not enough to drive change and achieve results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. A&M’s leadership is about a bias towards action and the willingness to tell clients what we think is needed. Our restructuring heritage sharpens our ability to act decisively. Clients select us for our deep expertise and ability to create and deliver practical, rather than theoretical, solutions to their unique problems in addition to our independence/objectivity. These are the core differences that distinguish us from other management consulting firms. With over 5,500 people across four continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, help organizations transform operations, catapult growth and accelerate results through decisive action. Comprised of experienced operators, world-class consultants, former regulators and industry authorities, A&M leverages its restructuring heritage to turn change into a strategic business asset, manage risk and unlock value at every stage of growth. When action matters, find us at www.alvarezandmarsal.com.

Senior Consultant

2019

https://www.invent.us/in-the-news/invent-us-launches-elite-wealth-tech-industry-consulting-group/

Investor

2021

FiVerity, Inc. develops and markets AI- and machine learning software solutions that detect new and emerging forms of cyber fraud and deliver actionable, proactive threat intelligence. FiVerity’s products meet the unique requirements of financial institutions, including banks and credit unions. The company’s solutions help financial institutions strengthen, streamline, and scale their consumer-facing business processes, such as application processing, credit verification, and customer onboarding. With its predictive and proactive approach, FiVerity’s solutions help customers to improve their internal processes to reduce losses from fraud and drive faster, and more profitable and sustainable growth.

Limited Partner

2019

Venture Capital fund focused on investing in pre-seed FinTech, AI & Cybersecurity startups.

Senior Vice President, Business Development

2013 - 2015

Joined Envestnet via acquisition of Prudential Wealth Management Solutions business. Led bank wealth management-centered business development and thought leadership efforts and helped guide execution of a variety of implementations including one of the first and deepest unified, cross-channel investment chassis engagements with a top 10 U.S. bank.

SVP, Business Development

1997 - 2013

During tenure with Prudential, led institutional business development and corporate development strategy efforts for wealth management platform sales and managed Marketing, Sales, Implementation & Training departments. Strategic advisory support of Prudential demutualizing and going public as well as joint venture with Wachovia.

Account Supervisor, Merrill Lynch Private Client Group and Asset Management

1992 - 1997