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George Guidotti

Manager, Business Development

For over 14 years, George has been successfully implementing technology solutions to address complex scenarios in the RIA, Fee-Only, Hybrid, and Broker Dealer spaces. George brings special value in his interpretation of the technology stack that will modernize a firm and drive adoption across an organization. He’s passionate about best practices and implementing a culture of compliance for every unique RIA and Broker Dealer in North America.

  • Thousands of successful CRM implementations across wealth, broker dealer, and clearing spectrum
  • Passion for modernizing complex offices to integrated systems
  • Manages the Equisoft ecosystem as a one stop shop for meeting client needs
  • Champions SEC and FINRA compliance culture with best practices via technology

In addition to selling solutions as our business development manager, George is perpetually adding to the Equisoft integration roster by eliminating redundancies, and streamlining the processes our clients rely on every day. He is a graduate of the University of Scranton, and holds a B.S., Finance with a concentration in Economics.