Anthony Stich with Jason of The Fintech Impact Podcast

The Fintech Impact Podcast with Anthony Stich

This is the 18th episode of the Fintech Impact podcast, and Jason Pereira interviews Anthony Stich, the Chief Operating Officer of Advicent, the largest provider of financial software in the world.

Anthony shares information regarding Advicent’s product line which includes NaviPlan, the power of their advancements and influence, and the ways in which they are able to service their clients.

3 Key Points:
  1. Advicent has about 100 enterprise clients, about 60 of which are blue chip clients, and service about 100,000 users.
  2. NaviPlan’s average enterprise contract length is between 10-12 years.
  3. Advicent has about 300 team members, most are in Milwaukee Wisconsin, the Fintech capital of the world, the rest in here are also members in Toronto, Winnipeg, Rotterdam, and throughout the United States.
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Anthony Stich Departs MarketCounsel, Joins $5B RIA Moran Wealth Management

One year after joining MarketCounsel, the business and regulatory compliance consultancy to independent advisors, Anthony Stich has moved to Moran Wealth Management, a Naples, Fla.-based registered investment advisor with more than $5 billion in assets under management.

Stich, who was executive managing director at MarketCounsel, will serve as Moran’s chief marketing officer, overseeing the expansion of its digital marketing efforts and reach across new platforms and audiences, according to a statement. He connected with Moran via MarketCounsel, which has the RIA as a client.