Built by advisors, operators, and implementers

AdviceCloud FT helps advice firms design, build, and manage their tech stack so they can serve clients how they like.

Our Team

Davey Quinn, CFP®

CEO, Founder

Founder of AdviceCloud and Pine Harbor Wealth Management. Previously helped build United Income (acquired by Capital One in 2019).

Jon Stockdill

CTO

Engineering leader with 20+ years of experience building high-performing teams across regions.

Graham Lennon

Former Dimensional Fund Advisors executive; led global portfolio management teams.

Jim Kantowski, CFP®

Founder of Curio Wealth, focused on personalized advice.

Tim Rossell

Financial services leader with 30+ years of experience.

Reach out and we’ll show you how everything fits together.