Meet the Founder:
Mitchell Bratina, CFA
Founder & CEO Mitchell Bratina, CFA, started FinTurk after spending the beginning of his career working as a financial advisor for high-net-worth clients at a Top 100 RIA. While his focus was on helping clients create excellent financial plans and custom portfolios, he inadvertently gained first-hand experience with the problems advisors regularly face.
In 2022, Mitchell leveraged his background in computer science and software engineering to automate some of the daily problems he and his coworkers faced. These programs helped solve the mundane, repetitive tasks that kept him from serving his clients and seeking out new business opportunities.
In 2023, Mitchell officially launched FinTurk, Inc. with a focus on offering the same software products that helped his coworkers more efficiently manage their book of business, and now helps advisors manage more than $6 billion in AUM for over 2,000 households.