Our mission is to revolutionize the financial services industry with our innovative tools, providing accessible and seamless technology solutions to clients worldwide.
Unlock Seamless Growth
One Contract, One Fee
With our institutional level contracts, we price your firm under a single contract and fee structure. As your Outsourced Chief Technology Officer, we go beyond suggestions and provide onboarding, implementation, and ongoing service to ensure minimal disruption and a seamless transition for your firm
Tailored to your Needs
Your Technology Advisor
We understand that every advisor has unique wants and needs. Our experienced service team, with a track record of onboarding over $6 billion in assets under management and 400+ advisors, we are dedicated to being your trusted technology advisor
Create Your Own Experience
Enjoy a customizable dashboard to fit your KPI preferences, business intelligence, and user interface (UI) experiences to shape your own technology journey from A to Z. We act as your data aggregator, enabling you to truly “own your data”
Enhanced Client Experience
All-in-One Mobile App
Empower clients with a comprehensive data & vendor agnostic mobile app platform with enhanced Cyber Program Management through Buckler that equips the power of our institutional contracts. It becomes your one-stop-shop for all your financial needs, delivering seamless end client experience
We Succeed Together
AdvizorStack is a state-of-the-art advisor experience partnered with the best industry Fintech vendors. We measure our success by your success. As an integral part of your firm’s growth, we are comitted to scaling alongside you, providing unwavering support to fuel your achievements
Meet Our Founders
Paul DeMaio, CIMA
Paul DeMaio is the CEO and Managing Partner for AdvizorStack. Prior to joining AdvizorStack Mr. DeMaio was the Director of RIA and Family Office sales for NexPoint Securities, Inc. and a Senior Sales Director for Folio Institutional ( TAMP). He has over 28 years of wholesaling experience with either ETFs, Mutual Funds , SMAs And Alternative Investments. Mr. DeMaio has also held positions at both Merrill Lynch, as a Wealth Management Specialist, and Morgan Stanley, as a Complex Business Sales Manager, and has extensive RIA and Family Office relationships throughout the United States. Prior to founding AdvizorStack , Mr. DeMaio was also a Senior investment specialist at WisdomTree and a Client Portfolio Manager at Indexiq. He received a Bachelor’s degree in Business from the University of Pittsburgh, and holds the Distinguished Certified Investment Management Analyst (CIMA) designation offered in conjunction with The Wharton School of Business and the Investment and Wealth Institute. Mr. DeMaio also holds FINRA series 7 and series 63 licenses.
President & Partner
A Pittsburgh, Pennsylvania native and University of Arizona Eller College of Management graduate, Nico had a passion for finance and technology at a young age. Starting his career at Charles Schwab and TD Ameritrade, Nico was a partner in a $2 billion dollar practice and started his own book of business at TDA in Silicon Valley in 2017 where he oversaw over $750 million in assets. As a top performer at TDA, Nico saw the need for technology in an industry that was significantly lacking. He then joined Ashton Thomas Private Wealth and was employee number one at Amplify Platforms where he oversaw the entire Relationship Management side of the business and the growth of the firm from $400 million to $5 billion in a short period of time. Nico brings his expertise in financial planning, technology and relationship management to build a company that is truly for advisors by advisors.
Tim is a tech veteran from Dallas, Texas with over three decades of experience under his belt. Over the past 14 years, he has honed his skills in the financial services industry, taking on various roles including lead developer, principal architect, and now CTO. Tim is a strategic thinker who sees the big picture and knows how to connect the dots between technology and business success. He’s passionate about using his expertise in cloud computing, databases, integration, and cybersecurity to help organizations transform and grow in the digital age. Tim has a history of leading cross-functional teams to deliver standout technology solutions and always goes the extra mile to exceed expectations. As CTO of AdvizorStack, Tim is responsible for guiding the company’s technology direction, sparking new ideas, and ensuring financial advisors have access to the best tech solutions available.
Head of Frontend Development
Drew is a life-long coder and builder. From a young age, Drew exhibited a natural inclination towards technology and programming, teaching himself to code at the age of 10. This early passion for coding tied with an entrepreneurial spirit led him to begin his career in freelance web development at 12. Throughout his teens, Drew built e-commerce websites for small businesses and helped build systems for large brands such as Inside Lacrosse and Zynga. Drew attended Northeastern University where he studied Computer Science and Finance. While in college, Drew co-founded his first company Noble. He architected the entire platform for the company and developed all of the software that powered millions of dollars in transactions. Noble was ultimately acquired by Florida-based GRUBBRR.
Connected. Customizable. Cohesive.
The Financial Advisor stack that simplifies, connects and is flexible to your business needs. A financial technology stack built by advisors for advisors to connect your business, customizable to adapt to your business delivery a cohesive experience to allow you to focus on what you do best.