Finsie Bolsters Capabilities with Advisory Board Appointment and a New Compliance Outsourcing Arrangement

Wednesday, March 10th, 2021

Finsie (https://finsie.com), the first comprehensive marketplace of professional financial services in the U.S., has announced two major developments as it plans for the upcoming launch of its platform. First, it has appointed seasoned financial industry executive John Foley to its Board of Advisors. Second, it has engaged InnReg, a specialized fintech compliance advisor and outsourcing company founded by compliance industry leader Francesco Matteini.

Finsie will streamline how Americans receive personalized advice by expanding access to leading financial professionals. Upon launch, it will provide directory and marketplace features to consumers seeking the services of respected Certified Financial Planning™ (CFP) professionals, RIA-based investment advisors, and Chartered Financial Analysts (CFA).

Mr. Foley has been an executive in the financial services industry for over thirty years. He has created and marketed transformational financial technology products, including TurboTax software and the original online brokerage services of both Charles Schwab and E*Trade. Most recently, he built and ran SoFi Wealth, the online investment advisory service for Social Finance, Inc. John is a CFP® professional and has an MBA from San Francisco State University. He has become both an Advisor to and a strategic investor in Finsie.

InnReg will design, plan, manage and execute Finsie’s compliance program in line with relevant regulations. InnReg’s team of professionals has many decades of experience in compliance for RIAs, digital broker-dealers, and other fintech sectors. InnReg’s founder and CEO Francesco Matteini was formerly Chief Compliance Officer at TradeKing and Zecco. Ally Financial acquired these online stock brokerages to establish Ally Invest. Since 2013, InnReg has helped dozens of financial innovators mitigate regulatory risks and remain compliant with SEC, FINRA, FTC, OCC, and other regulations.

By reinforcing its governance and engaging an experienced compliance solutions provider, Finsie is positioning itself to attract other top-tier providers, including estate planning attorneys, mortgage brokers, insurance professionals, accountants, and executive coaches. Ultimately, offering more services is part of Finsie’s strategy to expand its consumer base and increase customers’ lifetime value.

For more information, contact media@finsie.com

3234 Upper Lock Ave, Belmont CA 94002

Finsie connects you with a network of financial professionals. The information provided is not intended as legal or tax advice, or as any other type of specific advice, and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

This release was published on openPR.