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Accenture PLC

Aquilance Appoints John Carey as CEO, Expands Fintech Expertise

Strategic Insights

— 1 min read

John Carey, a veteran of the fintech industry with over two decades of experience in wealth management and banking, has been appointed CEO of Aquilance, a leading provider of financial administration services for high-net-worth families and individuals. Carey brings a wealth of knowledge in digital technology solutions, having previously held positions at Envestnet, Harvest Savings & Wealth Technologies, and Accenture. He succeeds Jamie McLaughlin, who served as a partner and advisor to Aquilance. Under Carey's leadership, Aquilance aims to expand its proprietary technology solutions while maintaining its commitment to white-glove service.

Key Takeaways:

  • John Carey, a fintech expert with over 20 years of experience, has been appointed CEO of Aquilance.
  • Carey previously served as Head of Consumer Experiences for Envestnet and GM of Wealth Management for Harvest Savings & Wealth Technologies.
  • Aquilance was founded in 1987 as an outsourced bill pay and accounting firm and has since expanded into a diverse suite of services, including personal bookkeeping, consolidated accounting, and performance reporting.
  • The firm serves hundreds of families, providing solutions that enhance the wealth management and financial administration industry.
  • Aquilance's mission is to enrich the quality of life for families by eliminating time spent on managing complex finances and empowering effective decision making and legacy planning.

Statistics:

  • Aquilance has over 30 years of experience serving high-net-worth families and individuals.
  • The firm provides a diverse suite of services, including personal bookkeeping, consolidated accounting, and performance reporting.
  • Aquilance serves hundreds of families, with some clients having been with the firm for as long as 30 years.
  • The firm's proprietary technology solutions aim to enhance the wealth management and financial administration industry.

Sources:

  • PR Newswire: "CEO John Carey Joins Aquilance to Expand Exceptional Financial Administration Service" (June 24, 2024)
  • Aquilance website: "About Aquilance" (no date)
  • LinkedIn profile: John Carey (no date)

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