Nicholas Stuller

About Nicholas Stuller

Nicholas W. Stuller is the founder of BenFi and a 35 year veteran of financial services. Over the past 15 years Nick was the CEO and co-founder of the two largest advisor directory businesses, and in 2018 authored a book on how to find a financial advisor: “THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor” published by Post Hill Press and available in Barnes & Noble Stores as well as online retailers. Preview and Purchase on Amazon here: https://amzn.to/2yn5S0SNick is one of the foremost authorities on financial advisors and is a respected and outspoken authority on the financial advisory universe. Prior, he was the founding CEO of Discovery Data and later Meridian-IQ. He hired and led teams that built the most inclusive web-based directories, which include deep data and intelligence on the two million U.S. financial and insurance advisors. The nation’s largest advisory firms, mutual funds, and insurance carriers have relied upon his companies to understand the financial advisor community.Stuller is a widely respected expert on financial advisors and has been quoted extensively by the print and digital media, including The New York Times, Dow Jones, Reuters, and Yahoo, and interviewed by the broadcast media including NBC, CBS, PBS, and others.Specialties: Business development, financial services sales and marketing, product innovation, building teams.

Experience

1. Founder

   Benfi

   May 2017 — Present

   is intended to be the \"eharmony\" of matching investors to their ideal financial advisor, regardless of how much or how little an investor or consumer has in income or assets.

Education

• State University of New York - System

  Bachelors, Finance

  1987

Skills

• Asset Management
• Business Development
• Integration
• Alternative Investments
• Business Strategy
• Entrepreneurship
• Investments
• Executive Management
• Business Planning
• Financial Services
• Crm
• Finance