Frank Coates, Angel Investor

Frank Coates founded an information technology company after spending 14 years starting and managing businesses for financial services firms in the investment management industry. His goal is to help client firms work smarter by making technology more effective and easier to use. He currently serves as an Executive in Residence at Dynasty Financial Partners, an industry advocate for independent advisors with the mission to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients. He was a former CTO of the same firm between 2021 and 2023. He was a former Executive Managing Director at Envestnet|Yodlee Analytics. Frank is also an angel investor mainly in the seed and other early funding rounds. His portfolio includes RISR, a SAAS company that offers a software platform for business advisors for data capture and insights.