About

We build this from inside an advisory firm.

Davey Quinn founded AdviceCloud and Pine Harbor Wealth Management. One is the software, the other is the firm that has to run on it — which is why the billing, the trading and the filings on this platform were designed by the people who do that work rather than by people who read about it.

What we are for

Four things we hold ourselves to.

FrictionReduce the friction between wealth advisors and their tools.

WorkflowFacilitate the unique workflows for each wealth management firm, and the interaction with their clients.

InsightProvide actionable insight into a firm’s data and operations.

ClarityCreate comprehensive but simple-to-use experiences for advisors, staff and clients.

Leadership

Who builds it.

Davey Quinn, CFP®

CEO & Founder

Founder of AdviceCloud and of Pine Harbor Wealth Management. Previously helped build United Income, a fintech and RIA sold to Capital One in 2019.

Jon Stockdill

CTO

A seasoned leader with more than twenty years in media, software engineering, and building high-performing cross-regional teams.

Advisors to the company

Who we check ourselves against.

Between them they have run global portfolio management, founded advisory firms, and sat on the side of the desk our software has to serve.

Graham Lennon

Portfolio management

Former Dimensional Fund Advisors executive who led global portfolio management teams overseeing more than $150 billion.

Jim Kantowski, CFP®

Advice & tax

Founder of Curio Wealth, focused on personalized financial advice with an emphasis on tax-efficient strategies and retirement planning.

Tim Rossell

Firm building

More than thirty years founding and leading wealth management firms, including Shadforth Financial Group and Gate3 Advisory.

Bring us a household and we will work it through.

Large gains to de-risk, an inherited IRA with a distribution due, a gift to fund before year end. That is the conversation we enjoy having.

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