About Us

Our Story

We were founded over a decade ago as a research software company.

 

FusionIQ is an innovative fintech company with deep roots in financial services investing, operations, and technology, who developed a comprehensive digital investment platform powered by their proprietary research and security scoring/ranking system.

As the industry began to rapidly move to a digital environment, our company partnered with an MIT data scientist and quantitative portfolio manager to develop a comprehensive digital investment platform powered by our proprietary research and security scoring and ranking system.

Today, our time-tested investment platform offers over 125-theme-based model portfolios along with the ability to customize a portfolio based on your own investment selection and asset allocation across individual securities, ETF’s and other investments.

Our team

We are proud of our deep roots in financial services investing, operations and technology.
Meet our tenured executive team.

Mark C Healy, Chief Executive Officer
  • Over 34 years financial services industry executive
  • Has held senior executive positions at TD, Fidelity and CEO of AST Financial
Eddie Lund, SVP of Business Development
  • Over 6 years spent in the financial services industry
  • Previously, was a Senior Marketing Associate at NorthStar Financial Services Group (Gemini Fund Services)
Chris Cipolla, Senior Software Developer
  • Over 10 years of experience in development
  • Principal systems architect specializing in IoC architecture
Lindsey Wiehl, Marketing Manager
  • Over 6 years spent in the financial services industry
  • Previously, was a Senior Marketing Associate at NorthStar Financial Services Group (Gemini Fund Services)

Press

The latest news and releases.


Insights from the Morgan Stanley/E*Trade Merger

March 18, 2020

In light of the recent Morgan Stanley/E*Trade deal, we wanted to share what this deal could mean for you, your clients, and new prospects.

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US Digital Investing Platform Wins Big at Thailand Conference

December 05, 2019

FusionIQ, a leading investment research and technology provider, announced today their new client, SBI Thai Online Securities Company Limited (SBITO), are Brokers Champions at the 2019 SET

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Overstock.com and tZERO Advisors Launch Robo-Advisor Digital Investment Platform

January 31, 2018

“This service introduces robo-advising investment management services to our millions of customers and continues Overstock’s commitment to bridging Wall Street and e-commerce,” said Patrick M. Byrne, Overstock’s founder and CEO.

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