Edward Swenson, Angel Investor
About Edward Swenson, Angel Investor
Edward Swenson is President of RFG Advisory, where he leads efforts to empower financial advisors with technology-driven solutions and client-focused business models. He previously served as President of RIA Solutions at Osaic and co-founded Dynasty Financial Partners, helping establish one of the original integrated platform service providers for independent RIAs.
His career reflects a focus on wealth management, fintech innovation, and advisor enablement. With over 25 years in financial services, Swenson has consistently worked to advance independence, efficiency, and client advocacy through evolving technology and product development.
As an angel investor, Edward has backed ventures in financial technology. His recent investment in Bridge highlights his interest in platforms that strengthen advisor workflows and enhance the delivery of wealth management services.
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- Edward Swenson, Angel Investor
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