A look at the companies demoing live at FinovateSpring on April 26 & 27 in San Jose. Pick up your tickets today and save your spot.
Onist will introduce the world’s first consumer-centric virtual family office platform. Financial management just got easier, smarter, and more collaborative.
Features
- Use the PFM platform to drive profits for families and professionals
- Unite data, documents, and people to make financial management easy
- Collaborate intelligently with all corners of your financial network
Why it’s great
Onist is the only PFM platform that responds to the needs of both the financial consumer and the professionals that serve them. Finally, the digital client portal your customers are asking for.
Presenters
Ari Brojde, Co-Founder
As a private wealth advisor at two of the world’s largest banks, Brojde left his corner office to create a financial management platform that was truly collaborative and customer-centric.
LinkedIn
Brad Kotansky, Co-Founder
A Wall Street veteran and serial investor in several successful startups, Kotansky has doubled-down on the future of collaborative, financial management.
LinkedIn
Check out more sneak peeks of what to expect at FinovateSpring on April 26 & 27 in San Jose.