The team behind the platform
The people who build the technology wealth management firms trust with their most important client relationships need to understand more than software. They need to understand what it feels like to be responsible for a family's financial life.
Some of us have been advisors. Some have built and sold technology. Some have sat on both sides of an M&A table. What we share is a conviction that independent advisory firms deserve enterprise grade digital infrastructure, and a belief that the way a client experiences their advisor is not a detail. It is the relationship.
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Founders
Fynancial leadership
Tom Fields
Co-Founder & CEO
A former financial advisor who learned this idea the hard way. Tom earned his CFP at the end of 2019, built financial education courses for nurses during the pandemic, and turned the day a client fired him for lack of communication into the thesis the whole company runs on: the relationship lives wherever the client actually experiences it. He leads product vision and enterprise partnerships, and he is the loudest voice for making the client experience worthy of the advice behind it.
Patrick Parker
Co-Founder & Chief Product Officer
Co-Founder and the product mind of the company. Before Fynancial, Patrick and Piyush built and sold app technology to online creators, and when the bigger vision became clear they folded three years of their own work into the new company for equity, a bet Tom says he will never stop respecting. He turns a wide, ambitious vision into something an advisor can actually pick up and use on the first try, and he keeps the team honest about the small details that decide whether software feels effortless or exhausting.
Piyush Pamecha
Co-Founder & CTO
Piyush owns the architecture the whole platform stands on, and the hardest part of that job is the part nobody sees. Pull clean data out of the CRM, planning, and reporting tools a firm already runs. Keep it in sync. Then publish a separately branded app under that firm's own name in the App Store and Google Play, and do it again for the next firm. What started as a single eMoney integration now reaches every major platform in the industry, including a native Salesforce Managed Package and real time archival into Global Relay and Smarsh, carrying the SOC 2 Type II and ISO 27001 posture that lets an enterprise RIA put its brand on the result.
People
The Fynancial team
A platform advisors stake their client relationships on is only as good as the people behind it every day. This is the team that builds it, launches it, and stays close long after go live.
Nathaniel Stout
Head of Media
Nate owns how Fynancial looks, sounds, and tells its story. Given seven minutes on stage at the FutureProof demo drop, he built interactive video into the presentation and turned a room full of strangers into future clients. He leads brand and content on the conviction that how a premium service looks is part of whether people trust it.
Alex Greenberg
SVP, Client Enablement
Alex makes sure firms do not just adopt Fynancial but get everything out of it, turning a live platform into real advisor behavior.
Drew Parker
VP of Client Success
Drew owns the client relationship after launch, from onboarding through the ongoing work of a thriving firm.
Rob Guckenberger
VP of Engineering
Rob leads the engineering team that builds and ships the platform advisors use every day.
Embry Jacobs
VP of Education and Training
Embry helps firms and their clients get the most out of the platform, with a learning strategist's eye for how people actually adopt something new.
Patrick Micklewright
VP of Sales
Patrick works on the growth side, helping firms picture what a branded mobile experience can do for their relationships.
Haris Amer
Senior Operations Manager
Haris keeps launches and day to day operations running, because the white glove promise only holds if someone owns the details.
Austin Ryan
Senior Solutions Engineer
Austin is one of the builders brought on when the market started to turn, and he has done the job from day one.
Henry Nichols
Product
Henry works across the product, close to how advisors and clients really use it.
Steve Hill
Software Engineer
Steve builds across the platform, from the admin tools the Fynancial team runs on to the APIs that let external partners integrate with it. He joined in 2026 and focuses on reliable systems that hold up as the platform grows.
Joel Park
Software Engineer
Joel brings more than 25 years in financial technology to the web application, building the vendor integrations and data cards that pull a client's full financial picture into the platform, along with the bulk data processes that keep it current.
Ken Park
Software Engineer
Ken co-founded AssetBook, a portfolio management and reporting platform, and has spent his career turning complex custodial and market data into clean, reliable numbers. At Fynancial he works close to the data layer, where his engineering and database depth keeps reporting accurate.
Essays that explain why we built Fynancial
The traditional portal is not a client experience strategy
Pointing clients to traditional portals transfers your brand equity and enterprise value to a competitor.
Brand equity is earned at the client interface
Brand equity is earned at the client interface — not the investment committee — every single day.
Due diligence begins at the client interface
PE buyers assess client experience infrastructure first. Your digital front door signals institutional readiness.
Next step
Work with us
See what a sovereign, branded client experience looks like for your firm.
Demo app
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