Proven tech leader tapped to add services and build infrastructure for the firm’s expanding user base.

From financial-planning.com – April 26th 2023

We are thrilled to announce that former Riskalyze Co-Founder Matt Pistone has joined the EncorEstate Plans team! 🍻

As Chief Technology Officer, Matt will be focused on leading Encore’s technology strategy and software development, including UI/UX design, API development and implementation, product roadmap, and more.

“I’m excited to join the EncorEstate Plans team to build on an extremely solid foundation,” Pistone said. “As a startup, EncorEstate Plans already has strong revenue and product-market fit. I look forward to helping to take the company to the next phase of growth, as we add systems and processes to serve the needs of our advisors.”

“As a startup, EncorEstate Plans already has strong revenue and product-market fit. I look forward to helping to take the company to the next phase of growth, as we add systems and processes to serve the needs of our advisors.”

EncorEstate Plans has the highest customer satisfaction rating of any software tool in the category, and the firm works with a wide range of registered investment advisors (RIAs), from small teams to the largest RIAs in the country. Since inception, the team has completed nearly 10,000 estate plans, working with thousands of advisors at more than 600 firms in all 50 states. Pistone’s leadership will accelerate the firm’s growth and catalyze innovation.

According to CEO Matt Morris. “Advisors love our platform and service, but in reality we are in the first inning of what our technology can deliver to advisors and their clients. We have a technology roadmap that is going to be game changing to the estate planning client experience. Matt Pistone has a track record of executing great technology for advisors.”

“Advisors love our platform and service, but in reality we are in the first inning of what our technology can deliver to advisors and their clients. We have a technology roadmap that is going to be game changing to the estate planning client experience. Matt Pistone has a track record of executing great technology for advisors.”

Prior to joining EncoreEstatePlans, Pistone co-founded Riskalyze, where he served as the Chief Technology officer for 10 years. He grew the engineering team from zero to more than 50 employees across three offices in two countries.

CEO Matt Morris also spent 6 years at Riskalyze where he and Matt Pistone became good friends. Over the years they have spent many hours in California’s Sierra Nevada and Washington state’s Cascade mountain ranges running, mountain bike and motorcycle riding.

They are both thrilled to get to work together again!