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Sandeep Mishra

Chief Technology Officer

Sandeep Mishra, is the Chief Technology Officer at Allworth, brings a wealth of experience and expertise to the dynamic world of wealth management. With a master’s degree in mechanical engineering from the University of Maryland, Sandeep has seamlessly translated his technical acumen into the financial realm, ensuring that the gears of our business are well-oiled. His primary responsibilities include implementing robust risk controls and spearheading the development and integration of cutting-edge, reliable tools to help business and safeguard the invaluable information entrusted to Allworth.
 
Beyond his executive role, Sandeep is a multifaceted individual who enriches both the professional and personal spheres. A prominent figure in the technology landscape, he frequently shares his insights as a speaker at renowned conferences, contributing to the discourse on fintech and serving as a board member in advisory capacities for organizations focused on both fintech and nonprofit ventures dedicated to social causes.

Sandeep Mishra, is the Chief Technology Officer at Allworth, brings a wealth of experience and expertise to the dynamic world of wealth management. With a master’s degree in mechanical engineering from the University of Maryland, Sandeep has seamlessly translated his technical acumen into the financial realm, ensuring that the gears of our business are well-oiled. His primary responsibilities include implementing robust risk controls and spearheading the development and integration of cutting-edge, reliable tools to help business and safeguard the invaluable information entrusted to Allworth.
 
Beyond his executive role, Sandeep is a multifaceted individual who enriches both the professional and personal spheres. A prominent figure in the technology landscape, he frequently shares his insights as a speaker at renowned conferences, contributing to the discourse on fintech and serving as a board member in advisory capacities for organizations focused on both fintech and nonprofit ventures dedicated to social causes.

“The best part of my job is getting the satisfaction of helping the Allworth team deliver top notch financial advice using tools we build or implement. I feel proud of touching so many lives and fulfilling so many dreams, even indirectly.”

- Sandeep Mishra, Allworth Chief Technology Officer

More About Sandeep:

  • Sandeep is an avid cricket enthusiast, not only enjoying watching the sport but also actively participating.
  • He applied alongside 35,000 aspirants for the chance to embark on a one-way rocket journey to Mars with SpaceX.
  • Sandeep's expertise has been showcased in an interview on Indian TV, where he provided valuable insights into the fintech landscape in India compared to the United States.
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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better. Because you—and your money—deserve better.

We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

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