Fractional CTO Services for Registered Investment Advisors
We help RIA leadership teams align technology, security, and compliance with growth. Executive-level guidance and oversight—without the full-time CTO cost.
wealthtechadvisory.com | 937.422.6662
Built Exclusively for Registered Investment Advisors
We typically work with
- Independent RIAs and hybrid advisory firms
- Growing multi-advisor practices
- Firms preparing for scale, acquisition, or succession
- Leadership teams seeking strategic technology direction aligned with firm strategy
We specialize in wealth management technology ecosystems—so guidance is practical, relevant, and aligned to the way RIAs actually operate.
We understand your ecosystem
- Custodian integrations and data feeds
- CRM, portfolio accounting, reporting platforms
- Microsoft 365 security and collaboration
- Compliance documentation and vendor-risk expectations
- AI implementation and governance