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Built to build you bigger

Bitsy Advisor is empowering investment
advisors. Thrive more with us by
optimizing your back office.

Built to build you bigger

Bitsy Advisor is empowering investment advisors. Thrive more with us by optimizing your back office.

A ‘bit’ about us

We find value & capitalize. Empowering others
is very high on our list, we also like coffee.

A ‘bit’ about us

We find value & capitalize. Empowering others is very high on our list, we also like coffee.

B. Forrest Tuten

CEO/Founder

Former Licensure:

Series 6, Series 63, Series 65

Former Designation(s):

Accredited Wealth Management Advisor

About:

Man of faith, husband, father of 3.  French press & fitness fanatic.

“I built Bitsy Advisor with a few clients & friends to radically simplify required business processes that always frustrated me.

10 years as an advisor gave me plenty of opportunity to know & ponder what processes could be vastly improved upon.

This is the pursuit of such improvement.¬† We strive to blend beauty, simplicity & tech to optimize your experience as a practicioner.”

Board of Directors/Investors

Jon M. Ricketts

Board Member/CoFounder

Joe Fielden, Jr.

Board Member/Investor

Bill Hovis

Board Member/Investor

Copyright Bitsy Advisor© 2019

The Bitsy Advisor platform & software
service is in compliance with FINRA