What is Helixx? Mission & Vision Founding Partners Client Services Newsroom The Lifework Institute
References
Client Case Studies
White Papers
Great Quotes Blog
PRINTER-FRIENDLY
Helixx provides a "SWAT team" approach to addressing the dreams, fears and "living large" objectives of our clients. Following are selected Case Summaries relating to Helixx engagements presently in process. Additional Case Study documentation can be provided on request.
+Scott Fithian passed on in 2006. See article about his legacy. | |||
Greg Leekley, CEO/PhoenixBay & Open Finance Network
Greg Leekley is Founder/CEO of Open Finance Network (“OFN”), a leading "open finance" solution for independent financial advisors. Helixx provided seed capital for OFN, which has since grown to have 100 full-time employees and assets under administration in excess of $14 billion. It is the first company to facilitate the integration of best-in-class, front-to-back office technology platforms in an open-architected environment.
Prior to founding OFN, Greg was the founder and CEO of TeamVest, the fastest-growing turnkey 401(k) provider in the country, as ranked by Pension & Investments (2001). At TeamVest, he had extensive experience with back-office implementation and administration in the 401(k) space. Greg also led one of the first transactional 401(k) advice solutions and launched the first collaborative 401(k) call center in the industry.
Greg managed the development of the online investment advice solution for Quicken.com, which was separately ranked as a Top 100 web site by Yahoo! for the year 2001, and given rave reviews in the national press as a glimpse of the future of personal finance. He is a frequent speaker at national events involving technology strategies and solutions affecting the financial services industry.
Greg has retained Helixx to help him position and capitalize PhoenixBay and its Open Finance Network as a launch initiative for his life stewardship strategy. Helixx is assisting Greg and his executive team in mobilizing the company's Board of Directors, a blue chip advisory team, and a cluster of client-partners that accelerate the growth of the firm's base of assets under management and services capacity.
09 September 2010
Design by Beacon Systems, Inc.