James Donatell
- Role
- Advisor at Uptiq
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About James Donatell
Wealth Management & Lending Expertise FinTech executive skilled in the strategic & …
Experience
Advisor
Oct 2021 — Present
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.
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