Acrylic Financial
As other RIAs continue on old legacy systems, we built custom technology with #TDAmeritrade to make account opening & service simple and fast. All-inclusive platform with proprietary NO FEE active money management helps advisors offer world-class service to their clients.
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Verified contacts
4
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- CT
Charles Truhlar
Chief Investment Officer · Finance & Accounting
EmailPhone - JM
John M Cox
Partner Senior Advisor · General Business & Management
EmailPhone - JP
Joe Puetz
Iar · Other
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Acrylic Financial
4 distinct titles indexed · top 4 shown.
- 1chief investment officer
- 1iar
- 1life insurance agent
- 1partner senior advisor
Sign up to unlock all 4 contacts at Acrylic Financial
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