We’re driven by a simple vision—to make it easy for our clients to be independent digital wealth leaders.
To achieve that goal requires more than just having the best technology. It demands a team of highly experienced financial leaders who are committed to working collaboratively with clients to implement digital solutions that deliver results.
Company / About us
At FusionIQ we have a team with more than 125 years of experience in financial services. Executives from leading banks, portfolio managers, investment dealers and custodians. We’ve been where you are and know your challenges.
Because in the end, we’re not here to sell you a platform; we’re here to help you implement a digital wealth program that creates growth for your organization.
5 Minutes
to Onboard a New or Existing Client
6 Weeks
to Implement a White Label Platform
115,000+ Investors
on FusionIQ One
Our Family of Companies
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Our Leadership Team
With more than 125 years of experience in financial services, our leadership team has the experience and expertise that makes implementing a digital wealth program easy.
Eric Noll | Chair and Chief Executive Officer
Eric is one of the most accomplished financial services leaders in America, bringing more than two decades of executive leadership in capital markets, financial technology, and private equity. As Chair and CEO, Eric is focused on democratizing wealth management and expanding the penetration of wealth technology into a broad range of sectors.
Before joining FusionIQ, Eric held senior executive positions in leading organizations including Stone Ridge Capital Partners where he was CEO, and serving as President and CEO of Convergex, one of the three largest agency broker-dealers in the world. Other executive positions include Executive Vice-President, Transaction Services for NASDAQ, and founder of Willow Creek Capital, a leading financial services advisory and consulting services firm.
Eric is one of the most accomplished financial services leaders in America, bringing more than two decades of executive leadership in capital markets, financial technology, and private equity. As Chair and CEO, Eric is focused on democratizing wealth management and expanding the penetration of wealth technology into a broad range of sectors.
Before joining FusionIQ, Eric held senior executive positions in leading organizations including Stone Ridge Capital Partners where he was CEO, and serving as President and CEO of Convergex, one of the three largest agency broker-dealers in the world. Other executive positions include Executive Vice-President, Transaction Services for NASDAQ, and founder of Willow Creek Capital, a leading financial services advisory and consulting services firm.
John Kimbro | Chief Technology Officer
John is a highly accomplished technology leader bringing more than 34 years of experience in financial services to his role as Chief Technology Officer. Working at the intersection of technology and business, John oversees all aspects of technology at FusionIQ, developing integrated platform solutions that are easy to implement and enjoyable to use.
Prior to joining FusionIQ, John held numerous senior technology, operations, and business roles with both Fidelity Investments and Bank of America. His deep knowledge includes extensive expertise in technology integrations, solution architecture, and operational effectiveness with specific focus on advisor and investor experience platforms. John holds FINRA Series 7, 24, and 63 licenses.
John is a highly accomplished technology leader bringing more than 34 years of experience in financial services to his role as Chief Technology Officer. Working at the intersection of technology and business, John oversees all aspects of technology at FusionIQ, developing integrated platform solutions that are easy to implement and enjoyable to use.
Prior to joining FusionIQ, John held numerous senior technology, operations, and business roles with both Fidelity Investments and Bank of America. His deep knowledge includes extensive expertise in technology integrations, solution architecture, and operational effectiveness with specific focus on advisor and investor experience platforms. John holds FINRA Series 7, 24, and 63 licenses.
Jim Cott | Chief Financial Officer
Jim is a dynamic industry veteran bringing more than 25 years of experience in financial services to his role as Chief Financial Officer. Jim is responsible for oversight of all finance functions including financial reporting, treasury, banking relations, revenue capture, contract negotiations, and financial forecasting. He develops strategies for prospering in the rapidly evolving global fintech market and regulatory environment.
Jim has held senior finance, operating, and relationship management positions at leading custody and investment firms, including Apex Clearing Corporation where, as VP, Finance, he played a key role in Apex’s transformation and profitability while assisting in the incubation of today’s fintech broker dealers. He has also held roles at Fidelity Investments, InvestIN, and HD Vest Securities where he helped initiate their conversion from First Clearing to National Financial Services. Jim holds FINRA Series 4, 7, 24, 55, and 63 licenses.
Jim is a dynamic industry veteran bringing more than 25 years of experience in financial services to his role as Chief Financial Officer. Jim is responsible for oversight of all finance functions including financial reporting, treasury, banking relations, revenue capture, contract negotiations, and financial forecasting. He develops strategies for prospering in the rapidly evolving global fintech market and regulatory environment.
Jim has held senior finance, operating, and relationship management positions at leading custody and investment firms, including Apex Clearing Corporation where, as VP, Finance, he played a key role in Apex’s transformation and profitability while assisting in the incubation of today’s fintech broker dealers. He has also held roles at Fidelity Investments, InvestIN, and HD Vest Securities where he helped initiate their conversion from First Clearing to National Financial Services. Jim holds FINRA Series 4, 7, 24, 55, and 63 licenses.
John Guthery, CFA | Chief Investment Officer
John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.
John’s extensive financial services background includes leading market research, due diligence and platform enhancements for top-tier wealth managers including LPL Financial, where he spent 19 years running product research, Park Avenue Securities, Voya Financial and WP Carey where he helped to design and manage public and private real estate funds and public BDCs.
John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.
John’s extensive financial services background includes leading market research, due diligence and platform enhancements for top-tier wealth managers including LPL Financial, where he spent 19 years running product research, Park Avenue Securities, Voya Financial and WP Carey where he helped to design and manage public and private real estate funds and public BDCs.
Howard Atkinson, CFA | Head of Business Development
One of Canada’s most respected wealth management executives, Howard brings more than 30 years of executive experience to his role as Head of Business Development. Howard is responsible for introducing the FusionIQ One platform to the Canadian market, leveraging his relationships with key industry leaders across business sectors.
Howard pioneered actively managed ETFs as the co-founder and President of Horizons ETF Management and led the introduction of iShares ETFs into Canada at Barclays Global Investors Canada. He has held senior executive positions with other leading firms including Mackenzie Financial Corporation and CI Funds. Howard has advised several successful fintechs including WealthBar Financial and 3iQ. He is the author of four books including The New Investment Frontier III: A Guide to Exchange Traded Funds for Canadians.
One of Canada’s most respected wealth management executives, Howard brings more than 30 years of executive experience to his role as Head of Business Development. Howard is responsible for introducing the FusionIQ One platform to the Canadian market, leveraging his relationships with key industry leaders across business sectors.
Howard pioneered actively managed ETFs as the co-founder and President of Horizons ETF Management and led the introduction of iShares ETFs into Canada at Barclays Global Investors Canada. He has held senior executive positions with other leading firms including Mackenzie Financial Corporation and CI Funds. Howard has advised several successful fintechs including WealthBar Financial and 3iQ. He is the author of four books including The New Investment Frontier III: A Guide to Exchange Traded Funds for Canadians.
Douglas Anweiler | Chief Brand Officer
Doug is an accomplished brand leader, bringing more than 37 years of executive experience to brand development, business strategy, marketing, and strategic communications. As Chief Brand Officer, Doug is responsible for developing, implementing, and overseeing the overall brand strategy for FusionIQ in North America.
Prior to joining FusionIQ, Doug was the brand leader for a wealthtech company creating digital innovation in behavioural finance, integrated advisor platforms, and martech. Over the past two decades he has been focused on developing strategic business plans and building award-winning brands, creating more than a dozen brands in the fintech, aerospace, technology, and other sectors.
Doug is an accomplished brand leader, bringing more than 37 years of executive experience to brand development, business strategy, marketing, and strategic communications. As Chief Brand Officer, Doug is responsible for developing, implementing, and overseeing the overall brand strategy for FusionIQ in North America.
Prior to joining FusionIQ, Doug was the brand leader for a wealthtech company creating digital innovation in behavioural finance, integrated advisor platforms, and martech. Over the past two decades he has been focused on developing strategic business plans and building award-winning brands, creating more than a dozen brands in the fintech, aerospace, technology, and other sectors.
John Kimbro
John is a highly accomplished technology leader bringing more than 34 years of experience in financial services to his role as Chief Technology Officer. Working at the intersection of technology and business, John oversees all aspects of technology at FusionIQ, developing integrated platform solutions that are easy to implement and enjoyable to use.
Prior to joining FusionIQ, John held numerous senior technology, operations, and business roles with both Fidelity Investments and Bank of America. His deep knowledge includes extensive expertise in technology integrations, solution architecture, and operational effectiveness with specific focus on advisor and investor experience platforms. John holds FINRA Series 7, 24, and 63 licenses.
John is a highly accomplished technology leader bringing more than 34 years of experience in financial services to his role as Chief Technology Officer. Working at the intersection of technology and business, John oversees all aspects of technology at FusionIQ, developing integrated platform solutions that are easy to implement and enjoyable to use.
Prior to joining FusionIQ, John held numerous senior technology, operations, and business roles with both Fidelity Investments and Bank of America. His deep knowledge includes extensive expertise in technology integrations, solution architecture, and operational effectiveness with specific focus on advisor and investor experience platforms. John holds FINRA Series 7, 24, and 63 licenses.
Jim Cott
Jim is a dynamic industry veteran bringing more than 25 years of experience in financial services to his role as Chief Financial Officer. Jim is responsible for oversight of all finance functions including financial reporting, treasury, banking relations, revenue capture, contract negotiations, and financial forecasting. He develops strategies for prospering in the rapidly evolving global fintech market and regulatory environment.
Jim has held senior finance, operating, and relationship management positions at leading custody and investment firms, including Apex Clearing Corporation where, as VP, Finance, he played a key role in Apex’s transformation and profitability while assisting in the incubation of today’s fintech broker dealers. He has also held roles at Fidelity Investments, InvestIN, and HD Vest Securities where he helped initiate their conversion from First Clearing to National Financial Services. Jim holds FINRA Series 4, 7, 24, 55, and 63 licenses.
Jim is a dynamic industry veteran bringing more than 25 years of experience in financial services to his role as Chief Financial Officer. Jim is responsible for oversight of all finance functions including financial reporting, treasury, banking relations, revenue capture, contract negotiations, and financial forecasting. He develops strategies for prospering in the rapidly evolving global fintech market and regulatory environment.
Jim has held senior finance, operating, and relationship management positions at leading custody and investment firms, including Apex Clearing Corporation where, as VP, Finance, he played a key role in Apex’s transformation and profitability while assisting in the incubation of today’s fintech broker dealers. He has also held roles at Fidelity Investments, InvestIN, and HD Vest Securities where he helped initiate their conversion from First Clearing to National Financial Services. Jim holds FINRA Series 4, 7, 24, 55, and 63 licenses.
John Guthery, CFA
John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.
John’s extensive financial services background includes leading market research, due diligence and platform enhancements for top-tier wealth managers including LPL Financial, where he spent 19 years running product research, Park Avenue Securities, Voya Financial and WP Carey where he helped to design and manage public and private real estate funds and public BDCs.
John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.
John’s extensive financial services background includes leading market research, due diligence and platform enhancements for top-tier wealth managers including LPL Financial, where he spent 19 years running product research, Park Avenue Securities, Voya Financial and WP Carey where he helped to design and manage public and private real estate funds and public BDCs.
Howard Atkinson, CFA
One of Canada’s most respected wealth management executives, Howard brings more than 30 years of executive experience to his role as Head of Business Development. Howard is responsible for introducing the FusionIQ One platform to the Canadian market, leveraging his relationships with key industry leaders across business sectors.
Howard pioneered actively managed ETFs as the co-founder and President of Horizons ETF Management and led the introduction of iShares ETFs into Canada at Barclays Global Investors Canada. He has held senior executive positions with other leading firms including Mackenzie Financial Corporation and CI Funds. Howard has advised several successful fintechs including WealthBar Financial and 3iQ. He is the author of four books including The New Investment Frontier III: A Guide to Exchange Traded Funds for Canadians.
One of Canada’s most respected wealth management executives, Howard brings more than 30 years of executive experience to his role as Head of Business Development. Howard is responsible for introducing the FusionIQ One platform to the Canadian market, leveraging his relationships with key industry leaders across business sectors.
Howard pioneered actively managed ETFs as the co-founder and President of Horizons ETF Management and led the introduction of iShares ETFs into Canada at Barclays Global Investors Canada. He has held senior executive positions with other leading firms including Mackenzie Financial Corporation and CI Funds. Howard has advised several successful fintechs including WealthBar Financial and 3iQ. He is the author of four books including The New Investment Frontier III: A Guide to Exchange Traded Funds for Canadians.
Douglas Anweiler
Doug is an accomplished brand leader, bringing more than 37 years of executive experience to brand development, business strategy, marketing, and strategic communications. As Chief Brand Officer, Doug is responsible for developing, implementing, and overseeing the overall brand strategy for FusionIQ in North America.
Prior to joining FusionIQ, Doug was the brand leader for a wealthtech company creating digital innovation in behavioural finance, integrated advisor platforms, and martech. Over the past two decades he has been focused on developing strategic business plans and building award-winning brands, creating more than a dozen brands in the fintech, aerospace, technology, and other sectors.
Doug is an accomplished brand leader, bringing more than 37 years of executive experience to brand development, business strategy, marketing, and strategic communications. As Chief Brand Officer, Doug is responsible for developing, implementing, and overseeing the overall brand strategy for FusionIQ in North America.
Prior to joining FusionIQ, Doug was the brand leader for a wealthtech company creating digital innovation in behavioural finance, integrated advisor platforms, and martech. Over the past two decades he has been focused on developing strategic business plans and building award-winning brands, creating more than a dozen brands in the fintech, aerospace, technology, and other sectors.
Values that
Align with Our Clients
Independent
We value independence and are committed to fiercely helping our clients achieve it.
Collaborative
We work with our clients to find the best solution and make it easy to implement.
Understanding
Our depth of experience means we know our clients’ challenges.
Competitive
We are a team of winners and roll up our sleeves to work with our clients to make them digital leaders.
Approachable
We are easy to talk with and listen attentively to our clients to find the best solutions.
Efficient
Our knowledge and experience means we work efficiently as a team and with our clients.
Cybersecurity
Cybersecurity is core to everything we do at FusionIQ. As a System and Organization Controls (SOC 2 Type II) Compliant organization, our advanced data security controls and systems give our clients assurance that we are protecting their information.
These cybersecurity protocols are overseen by a highly experienced Information Security Officer who provides continual oversight and leadership to the integrity of our data systems.
An award-winning digital wealth management platform
