Anthony Stich

Advisor & Consultant at Seasoned Fintech Executive

Speaker

Tony is an industry speaker, consultant, trusted advisor, and active investor that specializes in GTM strategies—with a heavy emphasis on marketing—for financial services firms, RIAs, and FinTech companies.

Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, US News & World Report, and ThinkAdvisor as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and InvestmentNews, Stich is an award-winning thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor to a rapidly-evolving industry.

He has spent most of his career in the WealthTech industry, most recently serving as Chief Revenue Officer for Entrustody — a modern, digital-first custodial platform. Before this, he was at InvestCloud which acquired Advicent, the global financial planning software developer of NaviPlan, Profiles, and Figlo. There as Chief Operating Officer he led North American Sales, Marketing, Professional Services, Customer Success, and Support ultimately netting him recognition by Wealthmanagement.com as Chief Marketing Officer of the Year (2021) and obtaining the inaugural ThinkAdvisor LUMINARIES Executive Leadership Award (2021).

Prior to this, he predominantly had roles in the financial services space, leading the marketing group at Bank Mutual as well as performing national marketing and go-to-market functions between his roles at Guaranty Bank and AIG VALIC.