Rossby Financial Adds Technology Expertise Via New COO Lindsay Evans

Lindsay takes her skills evaluating tech customer experiences and capabilities to Rossby and its partners

MELBOURNE, Fla.--(BUSINESS WIRE)-- Rossby Financial ("Rossby"), a tech-forward, open architecture, enterprise registered investment advisor (RIA), today announced its new Chief Operating Officer Lindsay Evans, who brings an outside financial industry perspective to her work for Rossby and its partners.

Prior to joining Rossby, Lindsay was vice president of product at caregiver connector tech company Kare, a customer advisory board member at both Checkr and Twilio, and director of product management at Uniguest. Her deep expertise and understanding of technology benefits Rossby as the financial advice industry is increasingly leveraging artificial intelligence (AI) and as Rossby continues to provide innovative technology to its platform.

“Rossby has become known for being the firm that doesn’t just do things because that’s the way they’ve always been done,” said Andrew J. Evans, founder of Rossby. “Lindsay’s experience and perspective has been invaluable as we continue to move our firm forward.”

Rossby also bucks the aggressive mergers and acquisitions industry trends by specifically growing at a healthy rate to serve advisors that understand its mission: to provide advisors flexibility and freedom so they can serve clients as they choose. The firm recently launched the Rossby Advisor Profitability Calculator which allows advisors to input their practice’s financial considerations to determine if they’re operating in the best model for themselves.

“I’m passionate about transforming operational complexity into strategic advantage,” Lindsay Evans said. “By listening closely to our advisors and partner firms, we can identify long-standing friction points and apply thoughtful technology, automation, and AI-driven solutions that create meaningful impact. Our focus is not innovation for innovation’s sake, but purposeful tools that improve advisor experience, strengthen compliance and help firms scale with confidence.”

Lindsay Evans is one of three new leaders who recently joined Rossby. Marketing, business development and transition assistance guru Grier Rubeling’s and Chief Compliance Officer Marissa Harris, CERP’s, new positions were announced last month.

To learn more about Rossby, visit www.rossbyfinancial.com.

About Rossby Financial

Founded in 2023, Rossby Financial LLC is an open-architecture registered investment advisor (RIA) dedicated to empowering advisors with engaging compliance, data analytics, and technology tools. Built by advisors for advisors, Rossby offers a unique, industry-disrupting, transparent pricing model and innovative solutions to support a wide range of advisor needs, maximizing true independence and sustainable success for advisors and their clients. To learn more about Rossby, please visit www.rossbyfinancial.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260514861152/en/

Media:
Alexandra Zendrian
516-581-7202
[email protected]

Source: Rossby Financial LLC

You May Also Be Interested In

• Genentech Marks Topping out Milestone for New Holly Springs, North Carolina Manufacturing Facility
• Vero Fiber and MontanaSky Unite to Create Northwest Montana's Premier Fiber Broadband Provider
• Mountainside Urges Maternal Mental Health Awareness Amid Panettiere Death and Clancy Trial