Ian Rosen, a former StockTwits CEO and TIFIN partner, launched Connective Technologies with business partner Andrew Nigrelli — with ambitious plans to use artificial intelligence across the wealth management experience.
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Connective Technologies is a holding company that brings together technology and financial services under one roof. Its registered investment advisor, Connective Wealth Partners, aims to leverage AI-driven tools to enhance portfolio management, client engagement, and operational efficiency.
Rosen’s background in fintech — spanning leadership roles at StockTwits and strategic partnerships at TIFIN — informs the firm’s tech-first approach. Rather than treating technology as a bolt-on, Connective integrates it into every facet of the advisory process.
“We believe the future of wealth management lies at the intersection of human expertise and intelligent technology,” said Rosen. “Our goal is to empower advisors with tools that let them focus on what matters most — their clients.”
Andrew Nigrelli, who brings extensive experience in financial planning and client relationship management, serves as a key partner in the venture. Together, Rosen and Nigrelli are building a platform designed to scale personalized advice across a diverse client base.
The firm’s approach includes proprietary AI systems for financial planning, tax optimization, and risk analysis — all designed to complement, rather than replace, the human advisor.
Connective Wealth Partners is headquartered in New York and serves clients nationwide.