Professional Summary
Professional Overview
Hussain Zaidi is a visionary entrepreneur and financial technology leader, currently serving as the Founder and CEO of Budge, Inc. in New York City. With deep expertise in financial planning solutions and a track record of driving innovation in the wealth management industry, Hussain is dedicated to empowering individuals and financial advisors to achieve their financial goals.
Experience Summary
Current Role
As the Founder and CEO of Budge, Inc., Hussain is responsible for setting the strategic direction of the company and overseeing the development of its cutting-edge financial planning technology. Under his leadership, Budge has established itself as a trusted partner for financial advisors, providing them with intuitive, AI-powered tools to streamline their practice and deliver exceptional client experiences.
In addition to his role at Budge, Hussain serves on the Board of Trustees for the Foundation for Financial Planning, where he lends his expertise to support the organization's mission of promoting pro bono financial planning services.
Career Progression
Prior to founding Budge, Hussain held several high-profile positions in the financial services industry. He served as the Chief Strategy Officer and President of Financial Planning Solutions at Orion Advisor Services, where he played a pivotal role in the company's growth and the integration of Advizr, a financial planning software platform he co-founded and led as CEO. Hussain's earlier experience includes roles as a Financial Advisor at Ameriprise Financial Services and Citi Personal Wealth Management.
Academic Background
Hussain holds a Bachelor's degree in Finance from the University of Illinois at Urbana-Champaign, where he graduated with honors.
Areas of Expertise
Hussain's areas of expertise include financial planning technology, wealth management, and strategic business development. He is a recognized thought leader in the financial services industry, known for his ability to identify and capitalize on emerging trends and opportunities.
Professional Impact
Under Hussain's leadership, Advizr was successfully acquired by Orion Advisor Services, and he has continued to drive innovation in the financial planning space through his work at Budge. He is a frequent speaker at industry events and has been recognized for his contributions to the financial planning profession.
Conclusion
With his entrepreneurial spirit, technical expertise, and deep understanding of the wealth management industry, Hussain Zaidi is poised to make a lasting impact on the financial services landscape. As the Founder and CEO of Budge, he is dedicated to transforming the way financial advisors and their clients approach financial planning and wealth management.
