James Cantwell
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James Cantwell Email & Phone Number

Founder at The Cantwell Advisory specializing in operational efficiency for RIAs, Family Offices, and Wealth Managers at WealthTech Select
Location: Greater Phoenix Area, United States 3 work roles
1 work email found @advent.com 4 phones found area 503 and 971 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 4 phones

Work email j****@advent.com
Direct phone (503) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founder at The Cantwell Advisory specializing in operational efficiency for RIAs, Family Offices, and Wealth Managers
Location
Greater Phoenix Area, United States

Who is James Cantwell? Overview

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Quick answer

James Cantwell is listed as Founder at The Cantwell Advisory specializing in operational efficiency for RIAs, Family Offices, and Wealth Managers at WealthTech Select, based in Greater Phoenix Area, United States. AeroLeads shows a work email signal at advent.com, phone signal with area code 503, 971, and a matched LinkedIn profile for James Cantwell.

James Cantwell previously worked as Founder at Wealthtech Select and Founder at The Cantwell Advisory.

Company email context

Email format at WealthTech Select

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*@advent.com
68% confidence

AeroLeads found 1 current-domain work email signal for James Cantwell. Compare company email patterns before reaching out.

Profile bio

About James Cantwell

James Cantwell is a highly accomplished senior-level business leader with over 20 years of experience developing teams, implementing technology, and improving processes, enabling firms to scale and lower costs. James spent most of his career in FinTech, working with Investment Management firms to assess current and future needs and develop and implement strategies towards that end. During that time, he managed numerous Operations teams, built successful and profitable professional services teams for SS&C Advent, joined a start-up consulting firm to head up business development, and now runs an independent consultant organization where he aids non-profits, small, and medium-sized businesses in building out growth strategies and implementing their technology ecosystem.Core competencies include:• Business Development• Project Management• Software Implementation• Client Relationship Management• Process Optimization• Recruiting and cultivation of talent

Listed skills include Financial Services, Asset Management, Business Analysis, Investments, and 46 others.

Current workplace

James Cantwell's current company

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WealthTech Select
Wealthtech Select
Founder at The Cantwell Advisory specializing in operational efficiency for RIAs, Family Offices, and Wealth Managers
AeroLeads page
3 roles

James Cantwell work experience

A career timeline built from the work history available for this profile.

Founder

Current

Phoenix, Arizona, United States

Jan 2024 - Present

Co-Owner

Current
The Cantwell

Arizona, United States

Jan 2020 - Present
FAQ

Frequently asked questions about James Cantwell

Quick answers generated from the profile data available on this page.

What company does James Cantwell work for?

James Cantwell works for WealthTech Select.

What is James Cantwell's role at WealthTech Select?

James Cantwell is listed as Founder at The Cantwell Advisory specializing in operational efficiency for RIAs, Family Offices, and Wealth Managers at WealthTech Select.

What is James Cantwell's email address?

AeroLeads has found 1 work email signal at @advent.com for James Cantwell at WealthTech Select.

What is James Cantwell's phone number?

AeroLeads has found 4 phone signal(s) with area code 503, 971 for James Cantwell at WealthTech Select.

Where is James Cantwell based?

James Cantwell is based in Greater Phoenix Area, United States while working with WealthTech Select.

What companies has James Cantwell worked for?

James Cantwell has worked for Wealthtech Select, The Cantwell Advisory, and The Cantwell.

How can I contact James Cantwell?

You can use AeroLeads to view verified contact signals for James Cantwell at WealthTech Select, including work email, phone, and LinkedIn data when available.

What skills is James Cantwell known for?

James Cantwell is listed with skills including Financial Services, Asset Management, Business Analysis, Investments, Management, Portfolio Management, Project Management, and Equities.

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