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Nathan Berk Email
Chief Information Platform Officer, . Hanlon
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Employees:
45Revenue:
$4.7MAbout
Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from the custodian of their choosing, see intraday account activity with certain custodian(s), use CRM and financial planning, and offer clients personalized web-portals with unlimited account aggregation. Delivering and enabling successful client outcomes is our business. Founded in 1999 by CEO Sean Hanlon. Hanlon Investment Management serves thousands of individual investors, retirement plans, trusts and institutions with a wide variety of mutual funds, tactical and strategic investments, and custom portfolios comprised primarily of mutual funds and ETFs. In 2012, Hanlon acquired the assets of Interactive Advisory Software (IAS), now doing business as Hanlon Advisory Software (HAS). HAS is the only single-provider, fully-integrated, cloud-based technology solution used to operate a financial planning and wealth management practice. The Hanlon Wealth Platform increases advisor efficiency and effectiveness, allowing them to uncover client opportunities that may otherwise be missed. HAS maintains relationships with financial institutions that are collectively advising on more than $40 billion in assets. Hanlon employs over 130 professional and administrative staff in research, trading, service, marketing, technology, compliance, sales, and more. At Hanlon we are passionate about what we do, and our pursuit of excellence never ends.Hanlon Address
3393 Bargaintown Rd.Egg Harbor Township, NJ, NJ
United States