03 Mar Hanlon Challenges Entire Fintech Complex
Hanlon Investment Management is profiled in Financial Advisor IQ. Says CEO Sean Hanlon: “It’s pretty well-known what the technology needs of firms are, and we touch them all. We are all an FA needs. We are their entire technology stack, and if they choose us, they never have to talk to their custodians again, ever.” Read the whole story for Hanlon’s plans to ‘challenge the entire Fintech complex.’
In 2012 Hanlon bought Interactive Advisory Software, now doing business as Hanlon Advisory Software a “fully-integrated, cloud-based technology solution to operate a financial-planning and wealth-management practice” that powers the Hanlon Wealth Advisor Platform, which supports “130 firms that are collectively advising on more than $40 billion in assets.”
Industry consultant Dan Kreuter says: “What they’ve got (Hanlon) that’s unique is a full-service model, a complete middle-office, back-office and front end that touches everything a financial advisor could use,” says Kreuter, who’s based in Plymouth Meeting, Pa. “Most advice firms — including rollups and OSJ groups — have contracts with an eMoney, an Orion, a Salesforce, an Envestnet — Hanlon is a boutique firm that covers all those bases.”
Read the whole story for Hanlon’s plans to ‘challenge the entire Fintech complex.’
