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Citizen Mint Joins the Kitces AdvisorTech Map

Citizen Mint has been added to the Kitces AdvisorTech Map, the industry’s definitive guide to the technology advisors rely on to serve their clients. This piece explores what inclusion means for our platform and why private markets technology is becoming a core part of the RIA tech stack.

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Videos & Podcasts

Podcast

Jacob Tally | Prospero Wealth

Hear about Jacob Tally’s background, the evolution of Prospero Wealth, and why modern wealth management for tech professionals combines specialized financial planning, tax-aware investment strategies, and diversified portfolio construction to help clients build long-term wealth beyond equity compensation.

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Podcast

Louis Green | Prestiq Wealth

Hear about Louis’ background, the evolution of Prestiq Wealth, and why modern wealth management increasingly combines institutional-quality investment management, personalized financial planning, and diversified portfolio strategies designed to help clients achieve long-term financial success.

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Podcast

Rubin Miller | Peltoma Capital Partners

Hear about Rubin’s background, the evolution of Peltoma Capital Partners, and why modern wealth management combines disciplined planning, personalized advice, and portfolio strategies designed to help clients build resilient, diversified wealth over the long term.

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Podcast

Frank Byskov | Forty4 Financial

Hear about Frank’s background, the evolution of Forty4 Financial, and why modern wealth management starts with comprehensive financial planning, personalized guidance, and portfolio strategies designed to help clients build and preserve wealth over the long term.

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Podcast

Rebecca White | Harrington Investments

Hear about Rebecca’s background, the evolution of Harrington Investments, and why modern wealth management increasingly combines values-driven investing, personalized advice, and portfolio strategies designed to align financial goals with long-term impact.

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Podcast

Guillaume Decalf | Oui Financial

Hear about Guillaume’s background, the evolution of Oui Financial, and why modern wealth management starts with globally informed planning, personalized advice, and building portfolios designed to evolve alongside clients’ goals and long-term financial journeys.

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