People

Tony Stich

Tony Stich

Formal First Name
Anthony (Tony)
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Anthony Stich is the Chief Operating Officer of NaviPlan by InvestCloud, is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. In his role, Tony serves as the leader of sales, marketing, professional services, and support, overseeing growth, customer satisfaction, and client retention. He aims to develop a team of exceptional customer experience leaders across the globe, empowering them with the latest industry-leading methodologies in strategic planning, customer success, and business development. Anthony has become a thought leader in the Fintech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly-changing industry. Prior to NaviPlan, he spent most of his career in the financial services industry, leading the marketing group at Bank Mutual as well as performing national marketing and go-to-market functions between his roles at Guaranty Bank and AIG VALIC.

Professional Experience


Academic History

  • Prior to Tony's current role as COO of NaviPlan, he served as VP of Global Marketing and Director of Global Marketing of the firm.

  • He currently serves as Investor - Pre-Seed of Onramp Invest, a digital-native investment platform for the next gen advisor.

  • He also serves as a Series A Investor at AdvicePay, the only billing and payment processing for fee-for-service financial planning.

  • As a Marketing Manager at Bank Mutual, he successfully implemented and managed various campaigns and promotions for the company.

  • At Siegel-Gallagher, he implemented and monitored both a marketing and media plan for the company in Milwaukee, Madison, and Chicago.

  • Tony also worked as Marketing Coordinator at Guaranty Bank, a firm offering a variety of high-demand financing products.

  • At AIG, he successfully launched and implemented the first-ever integrated ‘drip’-styled marketing campaign.

  • He has been featured in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, and bobsguide.

  • He has also appeared on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and Bank Bosun.


Tony Stich's Honors & Awards

  • Luminaries Class of 2021 Executive Leadership, ThinkAdvisor

  • Chief Marketing Office of the Year, Wealthmanagement.com


Tony Stich's Volunteer Experience

  • Board Member & Public Relations Director, FPA of Wisconsin

  • Board Member, Wisconsin State Fair Park Foundation Inc.

  • Advisory Board, Waukesha County Technical College

  • Marketing Services (Pro Bono), Volunteers of America of Wisconsin

  • Marketing Committee, SPINA BIFIDA Wisconsin