Chief Growth Officer
Current
Jun 2024 - Present
AeroLeads people directory · profile
Kate Asack Email & Phone Number
RIA Champion committed to enhancing the financial advisor experience and improving client outcomes
at
Fynancial
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
RIA Champion committed to enhancing the financial advisor experience and improving client outcomes
Location
Boston, Massachusetts, United States
Who is Kate Asack? Overview
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Quick answer
Kate Asack is listed as RIA Champion committed to enhancing the financial advisor experience and improving client outcomes at Fynancial, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Kate Asack.
Kate Asack previously worked as Chief Growth Officer at Fynancial and Vice President Operations at Onedigital. Kate Asack holds Bachelor Of Arts (B.A.), Economics from University Of Massachusetts Amherst.
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Email format at Fynancial
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Fynancial
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Profile bio
About Kate Asack
I've spent my entire career in wealth management. I've built advice programs, coached financial advisors and launched new RIA firms. I even became a partner in an RIA firm and spent 10 years serving as COO and CGO where my primary aim was to grow revenue, create a differentiated client experience and ensure an efficient advisor experience. I joined FYNANCIAL to continue my quest to transform the client experience by helping thousands of advisors create an experience that is: *Mobile**Meaningful**Memorable*Want to learn how our private-labeled app can help you do the same? Visit us at https://fynancial.com/access-demo/ and try us out for free!
Listed skills include Wealth Management, Financial Services, Mutual Funds, Investments, and 24 others.
Current workplace
Kate Asack's current company
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9 roles · 30 years
Kate Asack work experience
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Vice President Operations
May 2022 - May 2024
Founder
Amplifyria, Llc
Founded a consulting firm aimed at amplifying the results and reach of Registered Investment Advisors (RIA). Helped entrepreneurial advisors realize their ideal business vision in the RIA space via transition, sale, merger, acquisition and recruiting. Created solutions that emphasized the art of relationships as much as the science of deals.
Feb 2013 - Dec 2015
Sales & Relationship Management
Helped lead the sales efforts of a one-of-a-kind startup that sought to create a "Good Housekeeping Seal of Approval" for fiduciary RIAs and then market that standard and those accredited RIAs to mainstream consumers.
Jul 2012 - Feb 2013
Regional Vp Of Sales
Recruited to elevate brand awareness of Trust Company of America's unique technology custodial offering and recruit new RIA clients to the platform throughout Northeast territory.
Dec 2010 - Jul 2012
Business Development Officer
Responsible for generating new revenue and assets for Schwab's RIA custodial platform. Recruited newly minted RIAs as well as existing RIA firms. Served as guide to all necessary resources such as technology, compliance and marketing vendors. Quarterbacked all transitions.
Oct 2008 - Jan 2011
Vp, Wealth Management Sales, Fidelity Iws
Responsible for generating new revenue and assets for Fidelity's RIA custodial platform. Recruited newly minted RIAs as well as existing RIA firms. Served as guide to all necessary resources such as technology, compliance and marketing vendors. Quarterbacked all transitions.
Jan 2007 - Oct 2008
Sales Director, Managed Accounts, Ria Group
Drive revenue and asset growth of Fidelity's newly white-labeled managed account platform powered by Envestnet. Partnered with Fidelity RIA Sales team to promote benefits of new solution to prospective RIAs primarily using managed accounts within the wirehouses.
Feb 2005 - Dec 2006
Sales Director
Worked across Schwab's retail businesses to gain extensive experience in program management, offer development, advisor sales training and business growth including:-RVP Sales, US Trust Company (acquired by Schwab)-Sales Director, Schwab Advised Offers, Northeast (UST, SAN, SPC, Mgd Accounts)-Program & Sales Training Manager, Schwab Private Client-Advisor Network Referral Program Manager, Northeast-Financial Consultant
1997 - Feb 2005
2 education records
Kate Asack education
Bachelor Of Arts (B.A.), Economics
University Of Massachusetts Amherst
Education record
Watertown High School
FAQ
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What company does Kate Asack work for?
Kate Asack works for Fynancial.
What is Kate Asack's role at Fynancial?
Kate Asack is listed as RIA Champion committed to enhancing the financial advisor experience and improving client outcomes at Fynancial.
Where is Kate Asack based?
Kate Asack is based in Boston, Massachusetts, United States while working with Fynancial.
What companies has Kate Asack worked for?
Kate Asack has worked for Fynancial, Onedigital, Amplifyria, Llc, Advizent, and Trust Company Of America.
How can I contact Kate Asack?
You can use AeroLeads to view verified contact signals for Kate Asack at Fynancial, including work email, phone, and LinkedIn data when available.
What schools did Kate Asack attend?
Kate Asack holds Bachelor Of Arts (B.A.), Economics from University Of Massachusetts Amherst.
What skills is Kate Asack known for?
Kate Asack is listed with skills including Wealth Management, Financial Services, Mutual Funds, Investments, Business Development, Financial Advisory, Investment Advisory, and Sales.
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