Influence Board

Scott MacKillop

CEO

First Ascent Asset Management

$400

Requested Donation

Scott's Summary

We set out to build the best TAMP on the planet. Apparently, we're on the right track. For two years in a row (2021 and 2020) we've been ranked by advisors as the #1 TAMP and #1 Online Portfolio Management Tool in the T3/Inside Information Advisor Software Survey. We won the WealthManagement.com Industry Award in 2018 in the TAMP category and in 2019 we won the "Wealthie" in the ETF Strategist category. These podcasts tell you why:

About Scott

  • Span of Control

    The number of people reporting to them

  • Industry

    Financial Services

  • Size of Company

    In terms of revenue

  • Employees of Company

    The number of people working for this company

  • Business Function

    Administration (CEO, Pres., GM, etc)

Interested in meeting with Scott?

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My "Bold Ask" to Vendors

...compelling reasons I would take a meeting.

Meetings I'm Not Interested In

Supported Causes & Charities