Nico Willis

Nico Willis, President and CEO, NetWorth Services, Inc.

As president and CEO of NetWorth Services, Nico Willis leverages his 15 years of experience in the financial services industry to oversee the strategic growth and development of the company.

Among other things, Mr. Willis applied and received a patent for his proprietary software, NetBasis (after a lengthy 10-year process), an accurate, automated, efficient, cost basis solution with data going back to 1925. NetBasis identifies and accounts for corporate actions, such as stock splits, mergers, spin-offs and dividend reinvestments 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, universities and endowments, as well as individual investors.

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 millions of dollars in assets for individual investors. He began his career in the upper quintile ranking as a first-year broker and continued to accelerate his career each year.

Mr. Willis co-created and co-hosted a radio talk show called “The Wall Street Hour,” which featured financial news, related topics and influential guests.

Mr. Willis also has been recognized as an industry though leader and is quoted in numerous articles and has authored several white papers.

Mr. Willis and NetWorth Services have been recognized as “Best of the Web” by Smart Computing Magazine, “Best Utility Technology” by Operations Magazine and Forbes Magazine called the NetBasis application “definitive.”

He holds a dual Bachelor’s of Science degree in business and finance from Temple University in Philadelphia.