FusionIQ Marks an Exceptional Year in 2024 with Multiple Industry Awards and Leadership Appointments

Celebrating Innovation and Recognition in WealthTech

FusionIQ, a cutting-edge provider of cloud-based wealth management solutions, has declared 2024 a groundbreaking year for the company, underscored by its receipt of multiple industry accolades. The firm’s advancements in wealth technology aim to simplify digital asset management for both financial advisors and institutions, solidifying FusionIQ's status in the increasingly competitive landscape of financial technology.

Major Achievements in 2024

1. Launch of Pre-Integrated Platforms:
FusionIQ launched the FusionIQ One platform, a suite of pre-integrated tools designed to facilitate seamless digital transformation. Among the highlights is FIQ Journey, the industry’s first dual journey platform that merges digital advice with self-directed investing, providing a unified user experience. Another noteworthy innovation is FIQ Wallet, created to bridge wealth management with payment processing, marking a significant advancement in the sector.

2. Strategic Partnerships:
In 2024, FusionIQ forged vital partnerships with leading financial organizations, notably OnPoint Community Credit Union and Kinecta Federal Credit Union. These collaborations aim to broaden access to digital investment services, benefiting hundreds of thousands of members across Oregon and the Southwest, as well as California, New York, New Jersey, and Florida.

3. Acclaim in Banking Innovation:
The firm received prominent accolades in banking technology, including the Best-as-a-Service Solution for Wealth Management at the Banking Tech Awards USA in May, the Best Wealth Management Solution by Vendor at the Global BankTech Awards 2024 in September, and the Best Digital Solution Provider for Personalization and User Experience at the Banking Tech Awards in December. This recognition highlights FusionIQ’s commitment to reshaping the future of wealth management.

4. Commitment to Cybersecurity:
FusionIQ achieved SOC 2 Type II compliance, further establishing its strong focus on cybersecurity and reinforcing client trust. This accomplishment underlines the company’s dedication to maintaining rigorous standards in data security.

5. Thought Leadership Initiatives:
Beyond innovation, the firm contributed 20 thought leadership pieces throughout the year, addressing critical issues within the realms of cybersecurity and digital transformation in wealth management. This initiative placed FusionIQ at the forefront of industry dialogue.

Strengthening Leadership for Future Success

To further bolster its growth strategy, FusionIQ appointed key executives in the latter half of 2024. Eric Noll took over as CEO, succeeding in a new funding round, while Pete Chiccino was appointed COO. In December, Sloan Shanahan joined the team as Chief Revenue Officer, bringing extensive experience in partnerships and sales strategies. Her goals include scaling operations and enhancing service delivery to financial institutions in this rapidly evolving market.

Sloan expressed enthusiasm about her new role with the statement: "The commitment FusionIQ demonstrates towards innovation and collaboration in wealth management is truly inspiring. I am eager to collaborate with the team to drive beneficial business results and build lasting partnerships in the sector."

Looking Towards 2025

With sturdy foundations laid in 2024, FusionIQ is well-positioned for continued growth and influence in 2025. Its strategic appointments, proven successes, and innovative approaches outline a robust trajectory for the organization, reaffirming its mission to lead in digital transformation across the wealth management landscape.

About FusionIQ

FusionIQ’s mission is to empower financial advisors and institutions to become leaders in digital wealth management. The innovative FusionIQ One platform features four main modules—Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP—allowing for easy integration and adaptation. The company operates various services, enabling credit unions, banks, and asset managers to enhance their offerings swiftly and efficiently, meeting the ever-evolving demands of clients. To discover more about FusionIQ’s offerings, visit FusionIQ.