Advisors Plus
Founded in 2004, Advisors Plus offers strategic consulting services dedicated to helping financial institutions deliver the best possible outcomes for consumers’ financial health. Through collaborative engagement, data-driven insights and deep industry expertise, Advisors Plus crafts tailored strategies that drive measurable growth. The team offers a comprehensive suite of consulting and marketing services – including payments, digital transformation, risk mitigation, lifecycle campaigns, card portfolio analysis, organizational effectiveness and full-service marketing support – designed to help financial institutions optimize performance, strengthen community impact and achieve lasting success.
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Verified contacts
6
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BW
Brad Wylie
Principal, Strategic Consulting · General Business & Management
EmailPhone - KK
Katie Kean
Director, Strategic Consulting Manager · General Business & Management
EmailPhone - KB
Katie Betz
Strategic Consultant - Payments & Deposits · Other
EmailPhone - SP
Sandra Patelis
Associate Consultant, Strategic Consulting · General Business & Management
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Advisors Plus
5 distinct titles indexed · top 5 shown.
- 1associate consultant, strategic consulting
- 1consulting program administrator, advisors plus
- 1director, strategic consulting manager
- 1principal, strategic consulting
- 1strategic consultant - payments & deposits
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