Open Finance Network is a financial services and software firm headquartered in Charlotte, North Carolina. OFN’s software platform serves the independent registered investment advisors (RIAs) marketplace which caters to the financial planning and investment needs of affluent clients. Commonly called wealth managers, these advisors use OFN’s fully integrated suite of software modules to optimize their front and back office operations and participate in one of the lowest cost structures in the securities industry.Cartwright has over 16 years of experience in strategic consulting, business transactions and financial services. Before starting Compass Advisory Group, which provides investment banking services primarily in mergers and acquisitions, Cartwright served as a director of Falls River Group, a boutique mid-market investment bank.
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