Our story is your story. We share the same mission: transforming every client’s vision into reality and making financial advisors an indispensable partner on their clients’ journey to financial well-being.
We serve some of the biggest financial institutions in the world, wealth management firms, small advisory firms, and everything in between. We believe transparency, trust and ambition benefit advisors, their clients and our employees. We can make better financial futures happen.
Chief Executive Officer & Founder
EVP, Professional Services & Co-Founder
SVP, Director of Development & Co-Founder
Chief Technical Officer & Co-Founder
Join a mission-driven team! We believe smart, committed people belong at the heart of financial planning. If you’d like to add your talents to the team, check out our open opportunities.
Voyant is a comprehensive wealth management tool purpose-built to help advisors deepen their client relationships. Turning sophisticated calculations into dynamic, visual conversations, Voyant empowers advisors to help investors to live out their richest and most rewarding lives.
