Advicent Solutions Appoints Phil Cunningham as CEO

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Advicent Solutions Strengthens Executive Team

Advicent Solutions, the leading provider of software-as-a-service (“SaaS”) technology solutions for the financial advice and planning industry, announced today that it has hired Phil Cunningham as Advicent’s Chief Executive Officer. Existing executives Bill Haack and Jim Emling plan to continue their involvement with the company as members of the Board of Directors. As CEO, Cunningham will direct all of Advicent’s operations, including all customer-facing functions such as sales, services and support, bringing a cohesive operating strategy across all touch-points for Advicent’s rapidly growing customer base of over 250,000 advisors, including 14 of the top 25 North American banks, 17 of the top 25 brokers, 10 of the 15 largest U.S. life insurance companies, and 3 of the top 5 Canadian insurance companies.

"We are excited to be able to attract someone of Phil’s caliber and believe his unique combination of leadership experience, commitment to customer service excellence and focus on world-class execution is an excellent fit with the needs of our business," said Jim Emling. “Our growing customer base will benefit from the focus and experience that Phil brings to our existing executive team."

Cunningham is a results-oriented executive with more than twenty years of demonstrated success in all phases of business development and leadership within multiple software and service companies. Prior to Advicent, Cunningham has spent time in various leadership roles with Automatic Data Processing (ADP), Fidelity Investments and Vista Equity Partners’ portfolio companies. “I am very excited to be joining Advicent at this stage in the company’s growth,” said Phil Cunningham. “While the brand is new in the marketplace, our solutions, our employees and our executive team are not. We have market-leading SaaS financial advisory solutions, a blue-chip customer base, exceptionally talented employees and a strong existing executive team.”

About Advicent
Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial advice and planning industry. The company’s products include web-enabled marketing communications, needs assessment and financial planning tools and are used by more than 250,000 financial professionals across more than 2,700 customers. Advicent’s products are trusted by both small- and medium-sized businesses as well as some of the world’s largest financial institutions to help grow their business, create exit barriers and stay top of mind. To learn more, visit

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Amanda Witucki
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