FinanceHQ

Capital Investment Advisors is a Investment Advisor Firm. Capital Investment Advisors has $6,298,397,792 assets under management and specializes in Wealth Management

Custom Fit Financial is a Investment Advisor Firm. Custom Fit Financial has $0 assets under management and specializes in Cash Flow & Debt Management

DIWY Financial Planning is a Investment Advisor Firm. DIWY Financial Planning has $0 assets under management and specializes in Advice‑Only Financial Planning

Gateway Financial is a Investment Advisor Firm. Gateway Financial has $31,014,190 assets under management and specializes in Investment Management

The page notes that wills may need periodic updates to stay current.

This guide explains how stocks are taxed and outlines potential stock tax rates.

As the consumer price index reaches its peak within four decades, it’s an opportune moment to consider investment options that make sense in an inflationary climate.

Bill Nickles is a Accredited Investment Fiduciary Analyst based out of Boston, MA. Bill has a 1 designations and specializes in Tax Planning.

Devin Faddoul is a Certified Financial Planner based out of Pittsburgh, PA. Devin has a 1 designations and specializes in Tax Planning.

Katherine Dean is a Certified Financial Planner based out of New York, NY. Katherine has a 1 designations and specializes in Tax Planning.

Kristopher Venne is a Certified Financial Advisor based out of New York, NY. Kristopher has a 3 designations and specializes in Tax Planning.

FinanceHQ connects users with professional financial advisors.

Warmer acquires FinanceHQ, a platform that connects consumers with financial advisors through referrals and matching services. The move aims to address challenges in helping users find suitable financial guidance. FinanceHQ specializes in streamlining the process of pairing individuals with certified advisors.

Jun 2026LinkedInNews article

Open banking and AI advancements are propelling fintech growth this week. The industry sees increased adoption of open banking APIs, enabling seamless data sharing between financial institutions. AI integration is also accelerating, enhancing services like fraud detection and personalized financial tools.

Oct 2023This Week in FintechNews article

Alex Choi, a former Betterment executive, has launched **FinanceHQ**, a platform connecting individuals with financial advisors and resources. The company aims to assist users in planning their financial futures through curated guidance and expert support.

Oct 2023FinextraNews article

Alex Choi, former executive at Betterment for Advisors and Morgan Stanley, has launched **FinanceHQ**, a startup focused on connecting financial advisors with clients. The company aims to streamline advisor-client matching through technology-driven solutions.

Oct 2023ThinkAdvisorNews article