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Welcome Craig Iannucci!


WealthTech Strategy Partners announced today that Craig Iannucci has joined its board of consultants. Craig comes to WealthTech Strategy with a 25+ year career in financial services. He spent the first 20 years of his career on Wall Street as an institutional investor at firms such as UBS, Millennium Partners, SAC Capital, and Cannondale Capital, gaining experience in both the public and private markets,


He transitioned to the entrepreneurial world where he utilizes his financial acumen to help early-stage companies align resources with strategic priorities, raise capital, and scale. He served as the President & CFO of Cloudvisor Wealth as well as Advising CFO at Marstone, Public Trust Advisors, and Equitus AI, helping them navigate the waters of finance. Over the course of his career, he has created over $100m of value for investors and more recently, helped steer companies to over $400m in value through funding and M&A activities.


"Craig brings a strong financial background and practical approach to prepping for and executing a solid funding transaction," said Kendrick Wakeman, CEO of WealthTech Strategy Partners. "Our mission is to help early-stage companies grow. Often, early-stage founders need a little extra guidance when it is time to prepare for financing. That is where having someone like Craig is a huge benefit."


Craig graduated from the University of Richmond with a dual degree in business and marketing.

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