Advicent promotes Angela Pecoraro to chief executive officer

April 04, 2017

Leadership focused on innovation, enterprise services, and client experience points Advicent toward continued success

Advicent, a leading financial technology firm, has announced the promotion of Angela Pecoraro, who has been serving as the firm’s president and chief operating officer, to the role of CEO. Pecoraro will take over the role of CEO from Phil Cunningham, who will provide continued support through the transition. Pecoraro and Cunningham have worked side-by-side in the executive ranks at Advicent for nearly four years, with Pecoraro taking on added leadership responsibilities throughout that time. This transition recognizes Pecoraro's leadership strength and significant contributions that have led to Advicent's continued success.

Pecoraro has 15 years of experience in the financial technology arena, holding executive roles throughout that period, before taking on an executive role at Advicent in November 2013. As president and COO, Pecoraro was responsible for spearheading the global strategy for Advicent’s client engagement and experience program. Given her career in the industry, alignment with Advicent on business philosophies and objectives, and her own dedication to providing unparalleled technology products to financial professionals, Pecoraro is uniquely prepared to take the helm and lead Advicent toward future success.

“The challenge of pushing Advicent’s growth and development to new heights is exciting to me. It’s a pivotal time in our industry, especially as we see more advisors and enterprise institutions fully embrace digital tools across the globe, and I’m excited to be able to lead our fast-growing and exceptionally dedicated team,” says Pecoraro.

Cunningham joined as Advicent’s CEO in 2014. “It’s been an honor to lead Advicent for the last three years and be part of a team that is truly forward-thinking. Having worked so closely with Angela, I have nothing but confidence in her ability to move Advicent forward,” Cunningham says. “Advicent is positioned for success as the market leader in enterprise-level financial software, and I remain committed to Advicent’s mission.”

About Advicent
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications which power our Narrator® Advisor and Narrator® Clients portals; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Everything comes back to our core mission—enabling everyone to understand and impact their financial future. To learn more, visit or email