Field Wealth is an AI-powered data integration and intelligence platform purpose-built for registered investment advisory firms and wealth management practices. The platform aggregates and normalizes data across a firm's existing technology stack including custodians, CRMs, financial planning software, portfolio and reporting systems, billing engin... es, and document management tools creating a unified, canonical view of the entire advisory business. Rather than replacing existing systems, Field sits beneath them, resolving data entities and enabling the disparate tools of a wealth management firm to work together cohesively. The platform is designed to help advisory firms surface actionable insights, identify growth opportunities, improve operational efficiency, and ultimately deliver more holistic client service at scale. Read More

Field Employee Directory

Q: Who are Field key employees?

Some of Field key employees are Craig Snyder , Daniel Goren , Christopher O'Connor

Field corporate office is located in 270 Madison Ave Rm 301, New York, New York, 10016, United States and has 11-50 employees.

ogolvy wealth llc

Employees by Department

Departments

Number of employees

Engineering & Technical

Operations

C-Suite

Finance

Sales

Field CEO

Bill CragerChief Executive Officer

Phone

See Profile

Key Employees of Field

CS
Craig Snyder
Ria Sales Head
PhoneEmail
DG
Daniel Goren
Head of Operations
PhoneEmail
CO
Christopher O'...
Head of Product Asset Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Field Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Field

Hundreds of professionals searching for Field have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CS
Craig Snyder
Email Direct
Ria Sales Head
United States , New York , New York

TM
Tony Morris
Email Direct
Analytics Engineer
United States , New York , New York

DG
Daniel Goren
Email Direct
Head of Operations
United States , New York , New York

CO
Christopher O'Connor
Email Direct
Head of Product Asset Manager
United States , New York , New York

MJ
Mitchell Jones
Email Direct
Data Analyst
United States , New York , New York

Bill Crager
Email Direct
Chief Executive Officer
United States , New York , New York

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Frequently Asked Questions Regarding Field Employees

How many employees does Field have?

Field has 11-50 employees

Who is the CEO of Field?

Field’s CEO is Bill Crager

Who are Field key employees?

Some of Field key employees are Craig Snyder, Daniel Goren, Christopher O'Connor

Where is Field located?

Field’s headquarters are located at 270 Madison Ave Rm 301, New York, New York, 10016, United States

How do I contact Field?

Field Contact Info: Website: www.fieldwealth.ai

What does Field do?

Field Wealth is an AI-powered data integration and intelligence platform purpose-built for registered investment advisory firms and wealth management practices. The platform aggregates and normalizes data across a firm's existing technology stack including custodians, CRMs, financial planning software, portfolio and reporting systems, billing engin... Read More

Is Field a public company?

Field is private company therefore does not currently have an official ticker symbol

See more information about Field Employees

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