Carey brings more than two decades of fintech experience in wealth management and banking, servicing individuals and their trusted advisors. Aquilance has announced the appointment of John Carey as CEO. Previously the Head of Consumer Experiences for Envestnet, Carey has built a successful career creating digital technology solutions that enhance the wealth management and financial administration industry.
Aquilance, a leading provider of financial administration services for high-net-worth families, individuals, and family offices, continues to gain recognition for its proprietary technology and white glove service. This year, the firm is proud to announce that it has once again been selected as a winner in the ‘Billpay’ category at the Annual Family Wealth Report Awards. Aquilance was also named a winner for Best Billpay Solution in 2023.
The Great Wealth Transfer could put more than $80 trillion in the hands of younger generations over the next two decades. But, for a variety of reasons, many baby boomers — especially the very wealthy — hesitate to pass their financial legacy onto their children.
Imagine being the reason that your college or university sells millions of dollars’ worth of tickets, merchandise, and swag. And then not seeing a dime of it. Until three years ago, you could only legally capitalize on your athletic abilities and brand if you played professionally -- but fewer than 5% of athletes actually make it to that level.