With over two decades of experience in wealth management technology, James Cantwell has fundamentally shaped how investment firms embrace and leverage digital innovation. His hands-on experience transforming hundreds of RIAs and family offices has made him a trusted voice in technology strategy and operational excellence. Known for his ability to bridge the gap between traditional investment management and cutting-edge technology solutions, James has developed a unique methodology for helping firms navigate their digital evolution. His current ventures reflect his passion for solving industry-wide challenges – from optimizing operational workflows to reimagining how firms evaluate and select technology partners. As a thought leader and innovator, James continues to influence how the wealth management industry approaches technological advancement and operational efficiency. Learn more here.