Nico R. Willis
Mr. Willis leverages his 25 years of experience in the financial services industry to oversee the strategic growth and development of the company. He is currently the CEO of NetWorth Services, Inc., a fintech and SaaS company he founded in 1997. Mr. Willis also serves as the Co-Founder and Managing Director of Agora AltX, creator of the bank and fund administration platform used by IACF.
Throughout his career, Mr. Willis has applied and received four patents for his proprietary software, Netbasis. After a lengthy 10-year process, Netbasis was awarded a patent. Netbasis identifies and accounts for corporate actions, such as stock splits, mergers, spin-offs and dividend reinvestment that may have occurred during the holding period. Solutions developed by NetWorth Services have been adopted by many leading financial institutions, government agencies, Fortune 500 organizations, as well as individual investors. Netbasis provided the technology the IRS used to audit capital gains returns for its landmark 2005 Tax Gap Report. The Netbasis technology became the information used to determine the overstating basis used in the GAO report. NetWorth Services is the only vendor company to ever partner with the IRS in this capacity.
Prior to founding NetWorth Services in 1997, Mr. Willis served in various executive management positions for several well-known financial institutions including Prudential Securities, UBS Paine Weber, and Piper Jaffray. He managed hundreds of millions of dollars in assets. He began his career in the upper quintile ranking as a first-year broker and continued to accelerate his career each year.
Specialties: Mr. Willis is the author of the first visionary book on Robo-Advising, Death of the American Investor and the Emergence of the Global eShareholder. Mr. Willis has appeared on FOX News, numerous radio talk shows and quoted in major publications such as the WSJ, Forbes, USA Today as a subject matter expert. Mr. Willis also co-created and co-hosted a successful radio talk show called “The Wall Street Hour,” featuring financial news and influential guests.
Mr. Smailey serves as the Chief Systems Architect and leads the Agora AltX and NetWorth Services’ long-term technology vision and is the lead author of Pathchain™ blockchain technology. Mr. Smailey also oversees the development of the Agora AltX permissioned Hyperledger Fabric blockchain network as well as the Agora AltX platform written in Go.
Prior to joining Agora AltX, Mr. Smailey has served as a Systems Architect, Senior Developer and Manager of Network Operations for LawCent, U.K.-based Monster Marketing, and Vuria, where he established a reputation for greatly reducing data center operating costs while significantly increasing operating performance by migrating infrastructure from clustered to cloud-based hosting environments.
Mr. Smailey’s experience also includes overseeing the successful development of a payment processing service with a strong focus on compliance and security through which thousands of transactions were processed daily.
As Chief Systems Architect, Mr. Smailey provides both Agora AltX and NetWorth (NWS) the vision and leadership in the formation of the blockchain as well as a hybrid graph and relational database environment utilizing NWS graph ID technology within the AWS cloud environment. Mr. Smailey is also responsible for the diverse channels of data transmission and interface capabilities within the NetWorth product line by utilizing the cross-platform API protocols.
Mr. Colón is a seasoned business executive with more than two decades of experience in business strategy, operations management, project and change management, and communications. Working with large multinational companies and small businesses alike, he has helped them develop and implement effective plans that drive success in large-scale and complex projects. Mr. Colón currently serves as Managing Partner at Essencialize, a consulting and leadership development firm that helps executives, entrepreneurs, and their organizations achieve higher performance, productivity, and profit growth through alignment of the key elements of organizational success: brand essence, customer experience, internal leadership, systems, and culture. He also engages in change management initiatives using effective communication and process improvement techniques.
Mr. Colón recently served as Chief Development Officer at the Mile High United Way, where he oversaw all aspects of revenue development, including corporate partnerships, individual/family philanthropy, marketing, public relations, and events. He is also an adjunct graduate-level professor of Strategy and Corporate Social Responsibility at Regis University’s College of Business.
Mr. Colón spent the first half of his career working for two prestigious management consulting firms – A.T. Kearney and PricewaterhouseCoopers – where he was responsible for complex strategy and change management projects in the Americas, Europe, and Asia for clients such as Eli Lilly, Energizer, ARCO, 3Com, and Corporate Express. He continued this line of work as an in-house consultant for XOR Inc. and Source One Management until 2003, when he joined then-Denver Mayor John Hickenlooper’s Cabinet as Manager of the Department of General Services. In 2010, Mr. Colón joined engineering company CSA Group, heading their western U.S. operations until his departure in 2012 to join Xcelente Global, a local management consulting firm, and then Mile High United Way.
Mr. Colón has always taken a keen interest in community involvement, and currently hold or has held seats on the Community Advisory Board of U.S. Bank Colorado, Denver Scholarship Foundation, the Board of Trustees of the Iliff School of Theology, the American Red Cross, Teach for America-Colorado, the Latino Community Foundation, Colorado Mesa University’s Board of Trustees, the Denver Hispanic Chamber of Commerce Board (Past Chairman), and the Advisory Council of the Bard Center for Entrepreneurship In 2013, Governor Hickenlooper appointed him to the Colorado Commission on Higher Education, where he served as chairman until June of 2019.
Mr. Colón has been honored with a number of special awards and recognitions. He received the National Society of Hispanic MBA’s highest recognition, the Brillante Award, in 2000. In 2006, he was awarded the prestigious Gates Family Foundation fellowship to attend the Leadership Program for Senior Executives in State and Local Government at Harvard and was selected by the Denver Business Journal as one of their “Top Forty Under 40” award recipients. In 2009, Mr. Colón received the award he is most proud of, the American Diabetes Association’s “Father of the Year” Award.
Mr. Colón was born and raised in Puerto Rico and holds a Bachelor’s degree in Chemical Engineering from the Georgia Institute of Technology, a Master’s degree in Engineering from the University of Cambridge (U.K.), and an MBA from the University of Michigan’s Ross School of Business. He now resides in Lone Tree, Colorado, with his wife, Toti Cadavid, and their two children.
Ms. Diaz attended Villanova University and has more than 16 years of experience in public relations and communications. Her professional experience includes serving as a Public Relations Executive for Dorland, Sweeney & Jones and The Sage Group in the position of PR/Communications Executive, where she was responsible for Fortune 500 accounts in addition to coordinating vendors and contractors on specific PR events and projects. Additional business experiences include serving as President and CEO of Pro-Sports and Entertainment Management, a management consulting company, where she managed the company staff and retained a clientele of professional athletes and people in the entertainment industry.
As Senior Vice President of Business Development and Marketing, Ms. Diaz effectively articulates the vision and position of NetWorth Services to the media, investors, and potential clients. Her design to implement the CRM initiative within the company has allowed these two departments, in conjunction with the others, to form comprehensive relationships at all points of contact. Ms. Diaz’s efforts are the driving force behind NetWorth Services’ outstanding reputation for its customer service.
Mr. Walker is currently the Co-Founder and Managing Director of Agora AltX, which has created the innovative Pathchain technology. Agora AltX also provides bank account and fund administration to private placement fund managers. Mr. Walker simultaneously serves as the Co-Founder and Managing Partner, and CEO of NewGen Worldwide, where he has worked for 11 years. He is in the Founding Circle and Board of Directors for Opportunity Zone Association of America. Mr. Walker previously worked for a decade as the Managing Partner of Green Card Fund. He has served as a Member of the Board of Directors for Invest in the USA. Mr. Walker has a Bachelor’s degree in Business, Urban Planning, and Sustainability from Arizona State University.
Mr. James is a Visual Strategist for Invest in America Charitable Fund (IACF). He graduated from the University of Advancing Technology and has been working professionally in the graphic arts industry for more than 15 years. Being part of the team that created the branding for Agora AltX including the logo and front-end design of the application is one of the recent projects he is most proud of. Every now and then during a harvest moon, his keyboard and mouse are traded in for an electric guitar and amplifier.