Have you had a chance to read Kendrick Wakeman’s interview and the FinMason company profile in Wealthtech Club by Insart? Learn about what FinMason does, the team behind the company, the challenges they face, industry trends that Wakeman sees, and more!

Here’s a small snippet from the piece:

“Some [of] our best feature sets have come out of an engineer, or one of the data scientists, saying, ‘Hey, you know what? It really seems like this is what they need.’ And then us moving forward. One of the great things about being a small company is that we can be very nimble.”

– Kendrick Wakeman, Founder & CEO

Read the full article HERE.