About Bill Capuzzi

I am proud to run a company that offers digital clearing and custody to Fintech disrupters, global banks, RIAs and others advisory firms, online trading platforms, community banks, and credit unions. But here’s what I’d really like you to know about me: When I boot up my laptop every morning, it’s not just to grow earnings. I come to work to change the world. Sounds pretentious, I know, but I mean this from the heart: I am privileged to be in the right place (in the middle of Fintech world), at the right time (the dawn of digitization), and working with the right people (brilliant and devoted), to make a difference to millions of investors. All of which is possible because I am stationed at the right lever of investing’s massive machinery: operations. In equipping firms built on manual processes to enter an all-digital future, my teammates and I allow them to create the streamlined financial experiences that rising generations of investors will demand. My measure of personal success uses the same expansive metric: It’s not the size of my bank account that nourishes my self-esteem – it’s the number of those for whom I’ve made a difference in some way. Beyond the office (which today means upstairs) I am a grateful husband, devoted father of four, and longtime triathlete with a couple of Ironman races under my belt. What book would I want with me if I was stranded on a desert island? The same one that sits on my nightstand: Greg McKeown’s Essentialism. At a time when many of us commit reflexively to doing more – taking more meetings, mentoring more people, sitting on more boards, etc. – this brilliant volume celebrates “the disciplined pursuit of less.” Instead of pursuing everything, it teaches, pursue the right things. Words to live by.