Dude, you got a job!

Tom White Behind The Scenes, Featured 0 Comments

This is the first of a series we like to call “Real Stories of an RIA.”  Tom White, Founder & CEO of iQuantifi, talks about his personal experiences as a financial planner and investment adviser over the last 15 years.  Enjoy reading about real life situations with clients, investments, and everything in between. Every morning for two weeks I would drive …

iQuantifi Named a 2012 Next Awards Finalist

Karen White Behind The Scenes, Featured 0 Comments

iQuantifi has been named a finalist for the NEXT Awards in the category of start up technology.  The Nashville Area Chamber of Commerce and the Entrepreneur Center will jointly present these awards to recognize the accomplishments of companies and individual entrepreneurs in six areas of business especially important to the Nashville economy: healthcare; technology; digital media and entertainment; sustainability and …

The Baby Boomer Risk

Tom White Featured 0 Comments

One major financial hazard looming for baby boomers is the potential expense related to long term care. The National Bureau of Economic Research estimates that only about 10% of the elderly in the U.S. have long term care insurance policies. It is projected that by the year 2030, there will be approximately 11 million people age 65 and older that …

Finovate Best of Show CEO Interview

Karen White Featured 0 Comments

1.  What has been the most surprising thing you’ve encountered since you started alpha-testing iQuantifi? The widespread appeal of the timeline was a pleasant surprise.  It was created as a way to give the user an instant visual picture of their entire financial life—showing when all of their goals are accomplished.  We also knew that it would help educate users …

iQuantifi Wins Best of Show with Timeline!

Karen White Featured 0 Comments

iQuantifi was voted Best of Show at last week’s FinovateSpring 2012, the finance industry’s premier invitation-only tech conference. The two-day conference, which showcased the newest financial technology innovations, hosted a record-breaking audience of more than 1,200 attendees. It was these attendees that voted for iQuantifi out of 63 other presenting companies. “Just being invited to demo at Finovate was an …

Man on Fire

Jim Childs Behind The Scenes, Featured 3 Comments

At one point or another, we’ve all been unfortunate enough to endure someone’s grand vision of a bad idea, obvious to all save the misguided gas bag holding forth with one. There’s just something about a poorly-conceived idea that causes it to hang limply in the air once articulated, like cigar smoke in a conference room with no ventilation. It’s …

The Three Amigos

Kerri Bartlett Behind The Scenes, Featured 0 Comments

Three seems to be the magic number when forming a band of renegade cowboys…or a renegade collaborative team needed to launch a start-up technology company. Keeping it small and simple, Tom and Karen found three ideal amigos to form their technology team for iQuantifi, which consisted of a software architect, a programmer, and a web designer. When starting a technology …

Anyone Can…Start a Tech Company

Kerri Bartlett Behind The Scenes, Featured 0 Comments

“You know what I always say, ‘Anyone can cook.’” – Chef Auguste Gusteau from Ratatouille, Disney-Pixar In Ratatouille, Chef Gusteau believes that anyone can cook if one has the desire, talent and the right ingredients. In the movie, the rat Remy is a most unlikely cook but chases his dreams anyway. He proves the point of the saying, which is …

An Island Getaway… (Part II)

Kerri Bartlett Behind The Scenes, Featured, Uncategorized 0 Comments

When Tom and Karen were ready to write their business plan, they took a trip to an island…their kitchen island. Getting out of the office and into a comfortable setting for the business plan writing process was critical. No distractions and a more intimate setting where they could stay focused helped move the process along. Focused and determined, they spent …