TaxStatus, a leader in tax data intelligence solutions, recently announced the appointment of two talented figures to its Board of Directors: Eric Clarke and Ric Edelman. This strategic move reflects the company’s commitment to enhancing its leadership with experienced professionals who have made notable contributions to the financial services sector.
Eric Clarke, the founder and former CEO of Orion Advisor Solutions, is known for his innovative approach in financial technology and investment solutions. His leadership has been instrumental in transforming the way financial advisors operate, enabling them to scale their practices and deliver personalized advice more effectively. Clarke’s keen understanding of the advisor landscape and his ability to leverage technology for better client outcomes will provide valuable insights to TaxStatus as it continues to evolve.
Ric Edelman is the founder of Edelman Financial Engines. With decades of experience in the financial services industry, Edelman has had a profound impact on democratizing financial planning, making it accessible to a broader audience. His expertise in developing solutions that cater to the needs of everyday investors will enhance TaxStatus’s ability to reach and serve a diverse client base. Both Clarke and Edelman bring a wealth of knowledge and experience that will be pivotal as TaxStatus navigates the complexities of the financial landscape.
In addition to these board appointments, TaxStatus is enhancing its advisory capacity by welcoming Randy Bullard to its Advisory Board. Bullard, who recently held the position of Global Head of Wealth at State Street, possesses extensive experience in fintech and enterprise solutions. His insights and strategic vision will further bolster TaxStatus’s initiatives in the wealth management sector.
TaxStatus has also recently launched an innovative enterprise lead generation solution designed to empower firms with customized, turnkey capabilities that leverage their existing marketing efforts. This solution, introduced in August, utilizes TaxStatus’s core technology, providing firms with a consent-based approach that ensures the delivery of fully authenticated data. By equipping advisors with accurate and trustworthy information, the TaxStatus LeadGen solution enhances their ability to make informed recommendations tailored to their clients’ needs.
KEY QUOTES:
“It’s a pivotal time for TaxStatus as we launch new lead generation solutions for advisors that will completely revamp how they do business. Eric and Ric are two of the brightest minds and thought leaders in the industry. We are very fortunate to add them to our team, and I am confident they will be immensely helpful as we head into our next chapter of growth and innovation.”
Kevin Knull, CEO of TaxStatus
“Taxes play a vital role in financial planning, yet it is a major source of annoyance for clients and advisors alike. I’m excited about the technology TaxStatus is delivering that will improve outcomes for clients while creating a new way for advisors and their firms to be of value to them.”
Ric Edelman
