TaxStatus has added Ric Edelman, founder of Edelman Financial Engines, and Eric Clarke, founder and former CEO of Orion Advisor Solutions, to the TaxStatus board of directors. Randy Bullard, who recently served as global head of wealth at State Street, joined the advisory board.
WealthManagement.com featured the announcement. Eric Clarke and Kevin Knull (CEO of TaxStatus) are quoted in the article. Here is a sample:
“Data collection generally has always been an Achilles’ heel for our profession,” Edelman said. “Tax data specifically has always been a black hole, and it has been really refreshing and quite exciting to see the capabilities that TaxStatus offers, enabling advisors and their firms to do three things that they struggle to do. The first is finding clients to serve. The second is collecting the data you need to serve them effectively. And third is providing them with the analysis and recommendations that they need to improve their lives. TaxStatus checks all three of those boxes in a way that I haven’t seen from any other financial technology startup.”
