A new era of advice: where wealth management & wealthtech converge.
Joined February 2019
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WealthStack retweeted
What's In My Wealthstack 📱
Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that accommodates new firms, but also supports growth.
Read more >> spr.ly/6013C0MxU
WealthStack retweeted
WealthStack Roundup
Two new tax prep tools launched from TaxStatus, PPB enhances platform and announces Delio partnership, and Alpaca is a unicorn.
Read more >> spr.ly/6016CFyNe
Jump, Zeplyn and @zocksio, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the @AdvisorEngine platform. spr.ly/6017N5t81
Ceasar Sengupta and his team have built a “digital private bank” called Arta Finance, but it won’t compete with other private banks or the advisors who work there. spr.ly/60122LAk6
@F2_Strategy co-founder provides his take on the most important wealth management technology news of the last month. spr.ly/6013FHeuR
@RaymondJames this week joined a growing number of companies across industries, including financial services firms, to add a chief artificial intelligence officer to its C-suite. spr.ly/6013LgL1H
@RobinhoodApp is the latest company to announce the #SEC has retreated from a #crypto enforcement action or lawsuit as the agency shifts to new leadership and takes a friendlier approach to the market. spr.ly/6014LO4rQ
These include private fund benchmarks, various data management improvements and cash flow forecasting. spr.ly/6015ICEv1
WealthStack Roundup
@MorningstarInc this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. spr.ly/6019Im2vt
Firms operating in multiple countries must also manage their data estates in compliance with many different data-related regulations. spr.ly/6014IiI8y
Despite a crowded AI-powered lead-gen scene, Datalign has strong tech talent, big-name backers and growth. spr.ly/6014IiqgC
@RobinhoodApp reported revenue that more than doubled as the online-trading firm was buoyed by #crypto market transactions around the US presidential election. spr.ly/6015I9Ryb
Americans hold more than $12.5 trillion in mortgage debt and $1.17 trillion in credit card balances as of the end of September – oversight of which is now uncertain.
Via @business spr.ly/6013I9PtW
Industry veteran Kabir Sethi is joining the AI-powered note-taking and communications startup Zeplyn as a board member. spr.ly/6015I9Kbl
The #WealthStack Podcast
@ShannonRosic, director of WealthStack content and solutions, sits down with John Connell, CEO and co-founder of Focal, to explore the transformative power of agentic AI in the financial advisory space.
Listen to the podcast >> spr.ly/6010IJvDO
#Wealthtech provider @orionwealthtech shared the results of both its third annual Advisor Wealthtech Survey and an inaugural survey of 1,000 investors during its annual Ascent conference in Orlando this week. spr.ly/6012IJWH6
AI-powered advisor technology startup Jump has received considerable attention over the first year and a half of its existence, and now it is adding substantial financial backing. spr.ly/6011xv73J
The Word on #WealthTech
@F2_Strategy co-founder provides his take on the most important wealth management technology news of the last month.
By Doug Fritz for @wealth_mgmt spr.ly/6010xmT2m
It’s how you use it, why and how you explain that value proposition to your clients.
Matt Beecher | contributor for @wealth_mgmt spr.ly/6012xBPep
