James Cantwell

Founder at WealthTech Select

Panelist

If wealth management technology had a therapist, it would be James Cantwell. For 25 years, he's been mediating the tumultuous relationship between investment professionals and their digital tools. Beginning on the investment side at GAMCO and AST Trust, James experienced technology frustrations firsthand before crossing to the tech world at SS&C Advent, where he led the North American consulting team. This unique perspective inspired him to found The Cantwell Advisory, helping firms stop overpaying for underperforming technology. His newest venture, WealthTech Select, operates as a sophisticated matchmaking service between investment firms and their ideal tech solutions. With battle scars from witnessing countless technology disasters, James excels at turning digital headaches into competitive advantages, bringing clarity to chaos, and transforming technology from necessary evil to strategic asset.