In-Person Virtual Podcast

Nicole McMullin

SVP of Product

Prior to Wealth, Nicole was Director of Product Management at Lattice, where she spent over five years scaling the product organization and leading product strategy across the platform. Before Lattice, she served as Product Lead at Cash App and held product leadership roles at Square for nearly six years, driving product vision and execution across some of fintech's most influential consumer platforms. At Wealth, Nicole serves as SVP of Product & Design, leading the teams behind the platform's continued innovation.

Nicole earned her B.A. in Economics from the University of California, Davis, with a minor in Communication. Outside of work, Nicole is a mom who loves crafting alongside her kids — she recently picked up embroidery and finds it surprisingly soothing.

Nicole McMullin's Resources:
What Should Advisors Look For in New Technology?
What Should Advisors Look For in New Technology?
AI Won’t Replace Financial Advisors. It Will Redefine the Job.
AI Won’t Replace Financial Advisors. It Will Redefine the Job.

Signature Speaking Topics

The AI-Powered Advisor's Tech Stack

What the next generation of advisor tools looks like — and how AI is changing the way advisors prepare for meetings, model scenarios, and serve clients at scale.

Expanding the Platform: From Estate to Tax Planning

What it takes to evolve a category-defining product into a comprehensive planning platform — and how to scale product and design teams alongside it.

Protecting Family Legacy in the Digital Era

How modern planning software is helping advisors and families safeguard wealth and legacy across generations.

Invite Nicole to Speak