Built by Practitioners,
not just programmers.
We know QCDs, RMDs, and ACATs because we've run the practices—not just built the software.
Every feature was designed by someone who has sat in your chair.
Chief Executive Officer A recognized financial planner with an obsession for efficiency. Steve built Quivr to solve the operational challenges in his own firm, creating more time for clients, family, and life outside the office. Chief Financial Officer With 15+ years in the fee-only world, Will is a Salesforce expert within the XYPN and NAPFA communities. He knows great tools are the bridge to better client experiences. Chief Technology Officer The architect behind the engine. Ryan has spent two decades building custom software for Fortune 500s. He translates advisor needs into high-performance code. Director of Operations Ashley brings deep expertise in financial sector operations. She is the engine that supports Quivr’s mission of achieving balance and operational excellence.
Steve Drost
Will Kaplan
Ryan Drost
Ashley Johnson
Ready to meet the Engine?
We’ve lived your bottlenecks. Let us show you how we solved them with institutional-grade automation.
Operational excellence awaits.