Insights

Aquilance Appoints John Carey as New CEO

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 recognized as winner for second year in a row by Family Wealth Report for “Best BillPay Solution”

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.

I Manage Money For Millionaires: 3 Things Wealthy Americans Never Spend Their Money On — and Two Things They Shouldn’t

You might be surprised to discover that wealthy people tend to waste money in ways that are similar to the poor or middle class. When they are not mindful of their finances, according to the leaders at Aquilance, a personal financial administration firm that serves high net worth individuals, they can spend more than they should on everyday expenses.