We are passionate about helping investment advisors provide their clients with a world-class experience while maximizing their firm's profitability.

Nick Mancini

For over 15 years, Nick Mancini has worked in many areas of the financial services technology sector, including support, consulting, and sales.

Prior to founding FTG, Nick Mancini was Vice President, Regional Sales Director for Envestnet | Tamarac where he helped Tamarac grow revenue through the sales of complex software and related services during its period of acquisition by Envestnet Asset Management (NYSE:ENV).

Previously, Nick spent eleven years as a Consultant in Charles Schwab Advisor Services' Technology and Business Operations Group. During this time, he provided strategic technology and operations consulting to hundreds of investment advisory firms across the country, identifying 30,000+ hours or $1.2M+ in annual savings.

Over his career, Nick has been invited to speak at regional conferences for both the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) and facilitated 50+ round table technology discussions for Investment Advisory firms. He has also been recognized with many achievements including multiple President's Club awards, multiple Excellence in Service awards, Top Salesperson, and Key Contributor.

Nick studied Economics and Information Systems at the University of Arizona and previously held FINRA series 7 and 63 licenses.

Nick and his wife are avid travelers having visited over 30 countries. Most recently, they spent a year traveling around Southeast Asia with their three small children (ages 5, 3, and 6 months).