FusionIQ Taps Custodian, Clearing Executives to Guide Future Growth

FusionIQ Taps Custodian, Clearing Executives to Guide Future Growth and is poised to lead another record-breaking year of firsts by adding decades of financial services leadership experience to its senior executive team.
Woburn, MA, June 2, 2022Coming off a swell of accolades, innovative digital investment platform, FusionIQ, known for its groundbreaking approach to digitizing a dual journey experience for advisors and investors alike, capitalizes on its recent momentum by adding two industry heavy-hitters to the C-suite.

Sebastian Burtone joins FusionIQ’s senior leadership team as Chief Operating Officer, where his client experience, account management and sales talents will bolster revenue generation activities across the organization.

Decades of human capital and strategic partnership leadership round out Burtone’s tenure at several top financial services and consulting firms, including Pershing BNY Mellon, Fidelity, Charles Schwab, and Fiserv. Working directly with advisory clients, including some of the biggest RIA firms, granted Burtone insight into advisors’ most pressing challenges and personal experiences navigating mainstream technology and service platforms.   

“FusionIQ’s priority is delivering best-in-class technology, but in a truly unique way that sets the tone for the rest of the industry,” explained Burtone. “Our spotlight on the end-user allows us to not only create exceptional experiences for our clients, but also lends itself to a continuous feedback loop that inspires an agile, creative evolution of our platform.”

As FusionIQ’s new Chief Financial Officer, Jim Cott oversees all finance functions, including financial reporting, treasury, banking relations, revenue capture, contract negotiations, and financial forecasting. He maintains financial controls and develops strategies for prospering in this rapidly evolving global fintech market and regulatory environment.

“With a strong showing this past year, FusionIQ is poised for continued growth and success,” shared Cott. “Our next set of challenges requires another level of focus and discipline. We’re now embarking on an era marked with growth challenges in areas that require balance and a deep understanding of what it takes to properly fuel a technology company. These are the opportunities that all healthy companies embrace.”  

With a career rooted in financial leadership, Cott embodies the values and clarity required to power the next decade of growth at FusionIQ. Most recently, Cott contributed to APEX Clearing’s transformational change, nurturing early relationships with several leading fintech broker dealers and supporting a shift in clearing partners. Creating financial structure and emboldening revenue generation for FusinIQ remain Cott’s primary activities for the foreseeable future.

“Our prior decades of success stem from a shared and impassioned vision held by all our employees,” said FusionIQ CEO Mark Healy. “As we develop the next ten-year plan for our firm, it was vital we bring on experts from several financial and investment disciplines who can best serve our business and our clients with inspired leadership from the very top. Our platform is on the forefront of the industry, and as such continues to push the boundaries of what it means to be an investment and technology-driven company.”

As FusionIQ bolsters market demand for its services through partnerships with clearing firms, banks, broker-dealers and credit unions, its platform continues to shape the future of financial advice. Breaking the traditional model, FusionIQ offers consumers a dual journey investment experience, either self-directed or with the help of an advisor, providing access to cutting-edge investment strategies and portfolios at cost-effective rates and all within an elegant, seamless platform. Advisory partners, banks, and credit unions can leverage FusionIQ to build white-labeled solutions that keep clients educated, engaged, and connected to their services, all at a fraction of traditional FinTech and portfolio management rates.

The addition of Cott and Burtone rounds out an executive leadership team that has grown FusionIQ from its 2008 inception through today, tapping expertise that launched major broker-dealer investment platforms, consulted on large-scale government projects, and led advisory services at top custodians. FusionIQ has earned accolades of “America’s Best TAMPS for 2021” from Wealth Advisor, and their B2C offering, IQvestment, received Aite Group’s 2021 Impact Innovation Award for Digital Investment Management Offering. The firm continues to make advancements in its technology and investment platform offerings that mark a shift in the direct-to-consumer and advisor-driven investment marketplace.

About FusionIQ

FusionIQ is a preeminent software–as-a-service (SaaS) organization, that offers an ecommerce workstation to empower banks, credit unions, RIAs, broker dealers, and wealth managers of all sizes with everything they need to create a revolutionary digital wealth investing experience for their end retail customers. Through either a white label instance with a headless API infrastructure or a completely customized solution, FusionIQ provides financial services firms with unique enterprise-grade functionality that combines business, technology, and compliance logic in every deployment. Some of the largest global financial services brands partner with FusionIQ as their trusted, innovative, and engaging digital wealth platform solution. For more information, please visit fusioniq.io.

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Kelly Waltrich for FusionIQ

About Fusion IQ

FusionIQ is committed to providing an eCommerce platform that has everything Broker Dealers, Banks, Credit Unions, Wealth Managers and RIAs need to create a revolutionary digital wealth investing experience for their end consumer. We take great pride in offering a digital investing platform that integrates directly into your existing offering; creating operational efficiencies, cost savings, compliance support and new revenue sources for your business. This comprehensive offering reiterates our company’s values to deliver, support, and expand our best-in-class digital solution to help our partners grow their wealth management businesses.

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