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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Tom Fields
Founder/CEO at Fynancial
Speaker

Profile

Tom Fields is the CEO and Founder of Fynancial, the only Digital Experience Platform for Wealth Management—the easiest way to engage clients, integrate technology, and grow organically all on your own branded app.

Tom launched Fynancial in January 2023 and has worked with some of the biggest names in wealth management. He is an active thought leader in advisor technology, regularly speaking and sharing insights on digital engagement strategies that position RIAs to thrive in a rapidly evolving financial landscape.

Agenda Sessions

  • WealthStack Demos

    2:45pm