Todd Roitfarb Email & Phone Number

Entrepreneurial fintech founder and business leader leveraging technology to revolutionize how financial advisors personalize client experiences. By blending finance, philosophy, and innovative tech solutions, I'm transforming traditional wealth management into meaningful, values driven-driven partnerships.As founder and CEO of SeekInvest, my mission is to enable "Financial HarMoney" - empowering advisors to align plans & investment strategies with their clients' core values and life purpose. Our platform moves beyond conventional metrics to foster deeper, more fulfilling client relationships that reflect what truly matters to them.My journey includes successfully founding and scaling InvestSoft Technology, leading to its acquisition by Morningstar in 2016, where I then served as Head of Fixed Income Products. This experience reinforced my belief that the future of wealth management lies in innovative personalization powered by thoughtful technology.Beyond the office, my most important and fulfilling role is as a husband and father. I am passionate about animal welfare and environmental health, and in preventing child exploitation. I actively support the Humane Society, MSPCA, and Amazon Protection initiatives as well as the Tim Tebow Foundation. I am also a staunch "libertarian" believing in the freedom of each of us to be empowered to be accountable for of our lives and free from the oppression of others. These commitments reflect my broader mission: using business innovation to create positive impact and enabling others to do the same!Let's connect if you're interested in exploring the intersection of values-based investing, innovative financial technology, and the future of wealth management.

Listed skills include Valuation, Financial Modeling, Portfolio Management, Investments, and 12 others.