What We Offer

Who we serve

• Asset Managers
• Wealth Managers
• Single-Family Offices
• Multi-Family Offices
• Fund of Funds
• Endowments and Foundations

WealthTech Select

Coming October 2024

WealthTech Select is our innovative platform ​designed to simplify the technology and service ​provider selection process for RIAs. In an ​increasingly complex digital landscape, WealthTech ​Select empowers you to make informed decisions ​about the tools and partnerships that will drive your ​firm's success.

About Our Leadership

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Meet James Cantwell, Founder of The Cantwell ​Advisory.

The Cantwell Advisory was established in 2019 by ​James Cantwell, a veteran of the investment ​management industry with 25 years of experience. ​James has worked for several Asset Managers, Banks, ​and Funds, including GAMCO Asset Management and ​AST Trust Company (now Broadridge.) In addition, ​James ran the consulting organization for North ​America at SS&C Advent, where he was responsible ​for overseeing and implementing CRM, Trading, ​Portfolio Accounting, Performance Reporting, Billing, ​and other solutions for mid to large investment ​management firms and family offices.

Drawing from his extensive experience working with ​hundreds of RIA’s, family offices, funds, and vendors, ​James guides TCA clients on effectively utilizing their ​resources to reduce costs, increase scalability, and ​improve the client experience.

Our Upcoming Events

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