Nifty Advisor Support
Nifty Advisor Support empowers Registered Investment Advisors (RIAs) by transforming ideas into action through strategic support in digital marketing, client servicing, and financial planning solutions. Our adaptable services, available in ongoing and project-based models, bring your vision to life across all facets of your business, driving seamless implementation and operational efficiency. Whether for long-term goals or short-term projects, Nifty delivers the expertise to help your business scale effectively, reducing complexity and streamlining the path to impact.
7-day free trial · no credit card
Verified contacts
18
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
4
tools in use
Monthly traffic
30
organic / mo
Sign up free to see all 18 verified contacts at Nifty Advisor Support
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- LS
Lesley Sun
Operations Manager · Operations
EmailPhone - KB
Karl Burrell
Advisor Advocate · Finance & Accounting
EmailPhone - SM
Stuart McLemore
Paraplanner · Finance & Accounting
EmailPhone - VC
Veronica Curran
Implementation Specialist · Operations
EmailPhone - AY
Amanda Yeager
Client Service Specialist · Customer/Client Service
EmailPhone - AY
Amanda Yeager
Client Service Specialist · Customer/Client Service
EmailPhone - DC
Daniel Calderon
Advisor Advocate · Finance & Accounting
EmailPhone - JO
Jenna Obrien
Advisor Advocate · Finance & Accounting
EmailPhone - KB
Kaylie Baird
Advisor Advocate and Paraplanner · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Nifty Advisor Support
10 distinct titles indexed · top 10 shown.
- 4implementation specialist
- 3advisor advocate
- 2client service specialist
- 1advisor advocate and paraplanner
- 1advisor strategist
- 1fast food restaurant manager
- 1founder, chief executive officer
- 1operations manager
- 1paraplanner
- 1shareholder
Sign up to unlock all 18 contacts at Nifty Advisor Support
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 18 verified contacts at Nifty Advisor Support
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.