Founded in 2017, Woodall Financial Group ‘s  plan is to move forward a technology that had a legacy of nearly 20 years. The goal was to build a state-of-the-art software platform that could deliver highly sophisticated strategies to advisers that had little or no skills.

With over a 20-year track record of providing cutting edge, proprietary technology to the advisory community along with a premier set of strategic partnerships, the opportunity is to provide a sophisticated process enabling any adviser practitioner to position themselves in league with the top money managers on the planet.

We are committed to delivering leading-edge financial technology that grows alongside your organization.