DALLAS, Texas – April X, 2023 – UPTIQ announced the appointment of Todd Buck, CIMA, as Executive Vice President of Wealth Sales today. Todd joins the executive leadership team to focus on developing client-facing sales and customer success teams.
Todd brings over 25 years of financial services industry experience to UPTIQ. He has expertise in building businesses and teams from the ground up after launching two start-ups and, most recently, developing the data analytics department at Envestnet. Based in Margate, New Jersey, Todd leads UPTIQ’s wealth sales division and is tasked with building client-facing teams to provide the best possible client experience at all stages.
Todd says, “UPTIQ’s mission to empower financial advisors resonates with me. The industry is trending toward holistic financial services, addressing clients’ desires to have all their questions answered by one expert.UPTIQ is leveling the playing field, giving advisors access to information, products, and streamlined processes that allow them to serve their clients better and protect and grow their own practices.”
“Todd brings the precise mix of wealth management, team development, and data analytics expertise combined with a growth-oriented start-up outlook that UPTIQ needs,” adds Snehal Fulzele, Founder and CEO of UPTIQ. “We are building relationships with leading industry organizations, and Todd’s contributions will help support long-lasting partnerships.”
Like many UPTIQ leaders, Todd is an entrepreneur. He began his career in companies like ING and Merrill Lynch, developing the expertise and reputation to be a cofounder of two data analytics firms, raising them from scratch to large businesses. He co-founded and led Wheelhouse Analytics, providing consulting, sales training, and technology to the financial services industry, before selling the business to Envestnet.
UPTIQ connects wealth advisors and their clients to a comprehensive set of financial services products, making holistic wealth management a reality. We help advisors protect their AUM, grow their clients’ wealth and generate additional income.
The UPTIQ Financial Intelligence Platform turns investment experts into financial superheroes using data analytics and artificial intelligence to carefully match, curate and fulfill the best financing solutions for their clients, putting decades of financial expertise at their fingertips.
For more information visit us at www.uptiq.ai.