Spenser Segal

Board Member

Spenser serves as a member of Savant’s Board of Managers. He serves as the founder and CEO of ActiFi, Inc., a premier provider of engagement solutions for advisors in the wealth management industry.

With over 30 years of expertise in the financial services realm, Spenser has an extensive understanding of the challenges and prospects inherent in the field for both financial advisors and institutions. His journey in the financial world commenced with his role as a financial advisor. He played a pivotal role as part of the founding team of Bigcharts, an eminent online financial information service, which CBS Marketwatch later acquired. His career trajectory includes key leadership roles at Dain (presently RBC Wealth) and American Express Financial Advisors (currently Ameriprise), where he was key in the development and implementation of their web-based technology platforms. Actifi’s work spans over 100 wealth management firms, focusing on maximizing the impact of technology to enhance efficiency and productivity. Recognized as an authority in his field, Spenser has shared his insights at over 50 conferences, discussing topics like business value creation through advisor engagement, technology optimization, workflow enhancement, technology use and integration, and strategies for organic growth.

Spenser resides in Minnetonka, MN, with his wife and three children.

Spenser Segal

Board Member

Spenser serves as a member of Savant’s Board of Managers. He serves as the founder and CEO of ActiFi, Inc., a premier provider of engagement solutions for advisors in the wealth management industry.

With over 30 years of expertise in the financial services realm, Spenser has an extensive understanding of the challenges and prospects inherent in the field for both financial advisors and institutions. His journey in the financial world commenced with his role as a financial advisor. He played a pivotal role as part of the founding team of Bigcharts, an eminent online financial information service, which CBS Marketwatch later acquired. His career trajectory includes key leadership roles at Dain (presently RBC Wealth) and American Express Financial Advisors (currently Ameriprise), where he was key in the development and implementation of their web-based technology platforms. Actifi’s work spans over 100 wealth management firms, focusing on maximizing the impact of technology to enhance efficiency and productivity. Recognized as an authority in his field, Spenser has shared his insights at over 50 conferences, discussing topics like business value creation through advisor engagement, technology optimization, workflow enhancement, technology use and integration, and strategies for organic growth.

Spenser resides in Minnetonka, MN, with his wife and three children.