Matt Reiner, the FutureProof Advisor, is a visionary leader and innovator in the financial services industry, recognized for his ability to merge innovation, technology, and leadership to drive exceptional growth in wealth management. With over 15 years of experience, he has become a transformative figure in the RIA space. Serving as a Managing Partner of Capital Investment Advisors, and CEO and Co-Founder of Wela Strategies, Matt has played a pivotal role in growing the firm’s assets under management from $800 million at the peak of the 2008 financial crisis to an impressive $6 billion today. Under his leadership, Capital Investment Advisors has expanded to five offices nationwide, becoming one of the top 1% of organically growing RIAs in the Country.
Matt’s expertise in financial technology and client-centered advisory has made him a sought-after thought leader. He speaks nationally at major industry events such as RIA Edge, Schwab Impact, T3, and the Inside ETFs Conference, where he shares insights on how advisors can leverage innovation to better serve clients and remain competitive. His knowledge and forward-thinking approach have earned him features in leading financial publications, including The Wall Street Journal, Barron’s, Wealth Management.com, Financial Advisor, and Investment News.
Beyond his industry influence, Matt is the 2x Amazon best-selling author of Dr. Cole Ca$h – Will See You Now and Ready to be Rich. These works explore the future of financial advising and provide advisors with the tools to see their true worth in an increasingly complex market. He also extends his impact through his popular The FutureProof Advisor Podcast, where he interviews financial innovators and explores how the industry is evolving to meet the needs of next-generation clients.
Matt holds a BA in Finance from Arizona State University and is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). As a past participant in the global financial community through his involvement with the Young Global Leaders at the World Economic Forum, his influence extends beyond his own firms, having worked with hundreds of advisors across the country to help them embrace technology and innovation to enhance their practices.
A consistent advocate for elevating the advisory profession, Matt has received numerous industry accolades, including earning “Best Business Support System,” being named a “Top 10 to Watch,” a 40 under 40 by InvestmentNews and a nominee for Thought Leader of the Year by Wealth Management.com for his contributions to the financial advisory landscape through his ventures.
Through his innovative platforms, best-selling books, and industry leadership, Matt continues to push the boundaries of what’s possible in wealth management, inspiring advisors to embrace the future with confidence and clarity.