The Ultimate AdvisorTech Stack for 2026.
The Ultimate AdvisorTech Stack for 2026 takes what worked before and makes it better. Keeps it simple, nerdy, and (dare we say?) fun. It’s one part tech recommendations, one part opinion, and 100% focused on helping you build a smarter, better stack. No fluff. No “shoulds” (well maybe just a few). Simply tools to make your advising life easier.
Order Your Copy & Get Supergrow-ing Today
Everything you need to build your ideal stack—now even better—without the guesswork or thousands in consulting fees. Plus, get lifetime access to the AdvisorTechBook Community.
Browse Our FAQs
Let’s be real—advisortech can be a maze. So if you’re scratching your head, don’t worry. Chances are someone else is too. Browse our FAQs below or shoot over an email.
When is the book going to be published?
The book officially hit Amazon and is available to purchase as of February 12th!
How are the books distributed?
Amazon Prime’s impressive distribution capabilities got these 6,000 copies into advisors’ hands by mid-March.
Who is this book for?
This book is crafted for RIA owners managing $50M–$500M in assets and smaller family offices. The tech stack inside is perfectly suited for firms of this size.
Joe Moss
With a background in various industries, including real estate and data analysis, Joe has become a go-to resource for financial advisors looking to optimize their tech stacks. Known for his practical solutions and ability to make complex concepts easy to understand, Joe’s work is all about helping advisors make smarter, more informed decisions when it comes to technology.
When working with Joe, you’ll soon realize he has a passion for problem solving and helping others understand the value in optimizing their tech solutions. He’s developed a broad knowledge of the industry from years of reading about and listening to thought leaders in the RIA and fintech space.
Today, Joe uses his background and deep industry understanding to help advisors navigate the increasingly complex advisortech landscape.
