The
Cantwell Advisory
Empowering Efficiency, Driving Transformation
What We Offer
Business Process
Analysis
We'll identify areas in need of improvement
Vendor Evaluation and Selection
Help find the best platforms to run your business
Digital Transformation
Guide you on how best to leverage new technology
Project Management
& Implementation
Manage and implement your products and vendors
Who we serve
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
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.
Get in Touch
Our Location
Phoenix, Arizona 85086
Email Address
Phone Number