Anthony Ammirato
Account Executive at Planworth
Based in Toronto, Canada
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Seniority
Staff
Department
Sales & Business Development
Location
Toronto
Industry
Software Development
Company size
13
Contact information
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a•••••••@planworth.co
Phone
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Background
About Anthony Ammirato
I work with financial advisors and their firms to evaluate and implement Planworth.Planworth is a financial planning platform built to support both foundational and advanced planning needs. Advisors can move seamlessly from straightforward family scenarios to more complex cases involving corporations, trusts, and multi-entity structures, all within the same system. The goal is to give firms room to grow without outgrowing their platform.I oversee revenue, partnerships, and overall growth strategy. Day to day, that means building strong relationships, refining positioning, and helping advisors integrate planning more deeply into how they serve clients.I believe the best advisory firms lead with planning. When planning drives the relationship, clients get better outcomes and firms build stronger, more durable businesses.
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