Our

Company

Everyone dreams of a prosperous financial future.

Whether it’s the freedom to travel the world, purchase a home, or simply the ability to leave money behind, working with a trusted financial advisor can help ensure that those dreams are made into a reality.

Interested in discovering our products?

The advisor and client relationship is the key to prosperity.

We understand that the advisor and client are on a lifetime path together, and that the solutions needed evolve over time.

WealthCentral provides advisors with tools that are specific to both their needs and their clients’ needs.

From the early engagement and prospecting phase, to detailed financial goal and spending milestones, to product recommendations, and secure communications and document storage, our portfolio of products empower advisors to guide clients on their financial journey.

The Numbers

$13B+

Assets Managed on Platform

253K+

Financial Plans Generated

121K+

Client Portfolios

3,170+

Active Advisors

Our Team

Paul Magis

Paul Magis

CEO

Ryan Fickel

Ryan Fickel

CTO and CSO

Bill Assaad

Bill Assaad

CFO

Bryan Lee

Bryan Lee

Vice President of Operations

David Kelly

David Kelly

Vice President of Brand and Marketing

Jay Dodder

Jay Dodder

Vice President of Sales

Ravini Misersky

Ravini Misersky

Director of Client Relationships

Rajesh Gurusamy

Rajesh Gurusamy

Director of Development and Quality Assurance

Upendra Prakash

Upendra Prakash

Director of Architecture and Client Solutions

Our Board

Evan Russo

Evan Russo

Chairman

Peter Corsell

Peter Corsell

Vice Chairman

Dan Levine

Dan Levine

Board Member

Matthew Ruesch

Matthew Ruesch

Board Member

Hayes Nuss

Hayes Nuss

Board Member