Spenser Segal
Spenser Segal is the founder and CEO of ActiFi, a leading provider of technology and consulting solutions for financial advisory firms. With over 30 years in financial services, Spenser began as a financial advisor and was part of the founding team of BigCharts, later acquired by CBS MarketWatch. He held senior roles at Dain (now RBC Wealth) and Ameriprise, where he focused on advisor technology platforms. A frequent speaker and educator on advisor engagement and practice management, Spenser also serves on the board of Savant Wealth Management, helping shape the future of advisor effectiveness. He recently authored the book, “The AI-Enabled Future of Wealth Management: A Leader’s Guide”. Spenser is a trusted thought partner of SEI, recognized for his forward-thinking approach and industry insight.
Minneapolis, MN
Contact
www.linkedin.com/in/spensersegal
(763) 550-0222