Aaron Schumm is an angel investor with a strong connection to the wealth management technology sector. See sector focus and contact routes.
About Aaron Schumm
Aaron Schumm is an angel investor with a strong connection to the wealth management technology sector, as evidenced by his association with WealthTech Today. This platform, published by Ezra Group, serves as a valuable resource for professionals across wealth, asset, and investment management. WealthTech Today delivers insightful articles, engaging podcasts, and expert technology advice, covering a broad spectrum of critical industry topics. These include portfolio management strategies, comprehensive financial planning, cutting-edge technological advancements, and in-depth industry analysis. Schumm's involvement with such a prominent and informative platform underscores his deep understanding and engagement within the evolving landscape of financial technology.
Aaron Schumm at a glance
Role
Angel Investor
Location
New York, NY, United States
Investor type
Individual/Angel
Focus areas
Mr. Aaron Schumm is the Founder and serves as Chief Executive Officer at Vestwell. He also serves as an Advisor and Investor at Vestorly. He served as a Chief Customer Officer at FolioDynamix. As Chief Customer Officer for FolioDynamix, Aaron Schumm is responsible for client account management, business development and sales strategy and operations in support of the firm’s extensive wealth management client base. Aaron has been with FolioDynamix since its inception in 2007, and in his previous role as senior vice president of products, he was instrumental in establishing the product vision and strategy that led to FolioDynamix’ emergence as an industry leader in wealth management technology and fee-based advisory solutions. Aaron is a recognized leader in the wealth management industry and was the recipient of a Money Management Institute 2012 Advisory Solutions Achiever Award for his thought leadership and active participation in establishing new guidelines and leading innovation in t
Frequently asked about Aaron Schumm
What does Aaron Schumm invest in?
Aaron Schumm (New York, NY, United States) — sector focus: Mr. Aaron Schumm is the Founder and serves as Chief Executive Officer at Vestwell. He also serves as an Advisor and Investor at Vestorly. He served as a Chief….
How do I contact Aaron Schumm?
Aaron Schumm's published profile links (website, LinkedIn or X where available) are listed on the StartupFundraising.com investor profile.
Where is Aaron Schumm headquartered?
Aaron Schumm is based in New York, NY, United States.
StartupFundraising tracks this firm record from SEC filings and announced rounds, updating focus, location and portfolio history as new data lands. Use it to gauge fit before an outreach, then widen the search to investors in New York.
