Over the course of my 10-year wealthtech journey, I’ve represented brands with solutions spanning the advisor tech gamut, including AI, prospecting, marketing, branding, estate planning, customer relationship management, recruiting, M&A, succession planning, advisor community, and more.  

I’ve held roles in sales, partnerships, marketing, enterprise development, consulting, and customer success, allowing me to gain a well-rounded understanding of wealthtech growth needs from a widened growth lens. 

I entered the industry in 2016 with a foundation of over 15 years of passionate selling. Since then, I’ve flown all around the country speaking on hundreds of advisor webinars and on dozens of industry stages. I’ve witnessed the power of brand evangelism first-hand, and the fruit that it bears as wealthtech companies place dynamic humans at the forefront of all they do. 

Fast-forward to today, I’ve introduced a first-of-its-kind industry growth offering with the launch of my company, Diana Cabrices Consulting. As a fractional (outsourced) Chief Evangelist, my talent isn’t limited to a single company, which allows me to make a greater impact on the industry as a whole.

Because advisors don’t buy a business name when it comes to selecting their tech stack. They buy a relationship.

From self-funded to Series C, my strategies have driven significant visibility and growth for my wealthtech clients. When you partner with me, I make it my number one mission to show up in all the right places, at the right times, with the most memorable messaging.

Most importantly, I’m able to drive real value for tech companies while doing what I love the most — being an effective evangelist and educator advisors enjoy hearing from.