The US organization, which works with wealth management institutions, among others, appointed a CEO last year and added to other C-suite roles.
FusionIQ, a Massachusetts-based wealthtech that works with family offices, RIAs and other groups, has trumpeted achievements for 2024, including a raft of partnerships and C-suite appointments.
Collaborations include those with OnPoint Community Credit Union and Kinecta Federal Credit Union, expanding access to digital investment services for OnPoint’s 581,000-plus members in Oregon and Southwest Washington, and Kinecta’s more than 270,000 members in California, New York, New Jersey, and Florida.
The firm launched pre-integrated platforms such as FIQ Journey, aimed at financial institutions and integrating hybrid digital advice and self-directed investing in a single package; it also rolled out FIQ Wallet, the digital wealth management solution for wallet companies.
The firm said FusionIQ also achieved SOC 2 Type II compliance (cybersecurity).
In the second half of 2024, the business, having completed a new fundraising round in October, appointed Eric Noll as CEO. Pete Chiccino was named chief operating officer. In December, Sloan Shanahan joined as chief revenue officer. Noll had previously held senior executive positions in leading organizations including Stone Ridge Capital Partners where he was CEO, and served as president and CEO of Convergex, the agency broker-dealer.
Businesses such as BNY’s Pershing, InteractBrokers, Fidelity, DriveWealth and APEX|Clearing act as custodians for FusionIQ.
