Wealth Management | Wealth Management

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Richard Hagen

President and CEO, TradeKing Advisors; Co-Founder, TradeKing Group

TradeKing saw online advisory assets grow 360 percent over the past year and added over five times as many advisor counts. He added a goals-based planning calculator, performance reporting, and “Risk Assist,” a feature that reads volatility signals and can automatically shift portfolios out of harm’s way if prices drop precipitously. In March, Hagen launched Trader OS, a platform for active traders to collaborate and share investment ideas in real time.

Justin Wisz

Illustration by Ivan Canu

Co-founder, CEO, Vestorly

Last year, United Capital was the most recent firm to bring in Vestorly’s digital marketing tools for their advisors. Since then, the New York startup has raised another $2 million in venture capital and signed on Orion Advisor Services, Shareholders Service Group and NFP Advisor Services as clients. In June, custodian Pershing announced it was adding Vestorly to its Next360 platform, giving over 100,000 advisors across some 1,500 firms the ability to connect with clients and prospects sharing
web-based content.

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2024 Rising Stars of the Year Honorees

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