Chair, Chief Executive
Communify Fincentric
Wise oversaw Communify’s acquisition of Fincentric last year and now presides as the chief executive of the combined company which leverages AI to modernize content delivery and personalization in finance and provides data-driven wealth management solutions. Based in Santa Monica, CF’s platform contains over 4,000 data feeds which it utilizes to provide clients with extensive market insights. Wise, a software engineer by trade, founded a number of companies prior to his current role. These include Netik (now CoreOne Technologies) and InvestCloud, a global driver in the digital transformation of the wealth management industry. When he left InvestCloud in 2023, the company had $6.5 trillion in assets under management.
YEARS ON LA500: 1
