FinTech Automation, LLC - FinTech Automation, LLC - AppExchange
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FinTech Automation, LLC

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 7
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 3
Preparing our clients for a technologically rich future

FTA is a technology firm with deep expertise in the wealth management, insurance and banking industries, offering digital enablement services. We empower firms to focus on growing and maintaining clients while automating front-to-back processes.


  • Industry depth across wealth management, insurance and banking industries, specializing in enabling small to medium sized firms transform from a legacy posture, to fully digital entities, without losing their human touch.
  • Our depth cuts across technology and we are able to deliver tangible benefits within days, with a focus on the business and client experiences, enabling front-to-back automation of processes and workflows.
  • We are customer-centric and only succeed when our clients succeed. As such we believe in long-term partnerships that offer immediate return while enabling the long term digital vision of our partnering financial institutions.


FinTech Automation is a leading provider of technology services in the wealth management, insurance and banking industries. Our solutions allows small and medium sized independent advisory firms, broker/dealers, insurance agencies and other financial institutions to easily deploy branded front-end experiences for their practice an client. We provide full stack services, connected the front end experience to an API driven, microservices back end, connected to an ecosystem of curated third party applications and services. Our approach is elegant, simple and convenient, enabling our customer based to achieve a digital posture without having to hire, train and retain expensive and hard to find technology resources, and enabling them to meet today's client needs.

Geographic Focus

United States
Florida Texas
International China India



About FinTech Automation, LLC FinTech Automation is a technology firm with deep industry expertise, offering both technology platform and consulting services. As a leading provider of banking infrastructure in the wealth management, insurance and banking industries, we focus on digitizing small to medium sized financial institutions. Our solutions allow independent advisory firms, broker/dealers and insurance agencies to easily build branded front-end experiences, connected via APIs to our platform, extending out to a broader ecosystem and integrating a curated list of applications, to the platform. This is achieved in an efficient and elegant manner, empowering financial services providers to focus their time on the needs of their clients.

Dallas, TX