David Mozeika is an entrepreneur, systems designer, and financial strategist focused on enabling advisors and their clients to achieve greater clarity, control, and outcomes through smart financial tools. He is the founder of Currence, a FinTech platform purpose-built for the advisor ecosystem — giving financial professionals and their clients a clearer view of their cash flow...
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Could a simple shift in how you manage cash flow unlock your financial success? David Mozeika talks about how to supercharge your savings rate!
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Founded in 2022, Currence is a personal finance solution that helps financial advisors create client confidence by structuring and connecting their clients’ cash flow with a focus on savings rate. Not just an app, Currence delivers a practice growth solution that coaches advisors on adding Income Under Management® to their practice – a proprietary approach that helps advisors connect with clients at the paycheck level. This way, advisors can help clients build and protect their wealth from the start, instead of waiting until after the money is spent. Currence was co-founded by financial industry veterans, David Mozeika and Vince M. D’Addona. Consistently ranking in the top 1% of their peers, David and Vince saw there was the need for scale and efficiency in their industry and built the Income Under Management system under the Currence supporting technology, to solve their clients’ biggest issue – cash flow. Currence currently connects users through a webapp for financial advisors and mobile app for clients.
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