WealthStack
@wealth__stack
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A new era of advice: where wealth management & wealthtech converge.
Joined February 2019
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.
wealthmanagement.com
Jump, Zeplyn and Zocks, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the AdvisorEngine...
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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.
wealthmanagement.com
Discover how Arta Finance is revolutionizing private banking for young, affluent investors with AI-driven solutions.
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What’s next for wealth management technology in 2025?
wealthmanagement.com
What’s next for wealth management technology in 2025? The Oasis Group's John O'Connell discusses wealthtech trends shaping the industry.
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So-called robo advisor Betterment has acquired the automated investing business of Ellevest, the platform founded by Sallie Krawcheck in 2014.
wealthmanagement.com
The deal with Betterment does not include Ellevest’s wealth management and financial planning business.
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These include private fund benchmarks, various data management improvements and cash flow forecasting.
wealthmanagement.com
These include private fund benchmarks, various data management improvements and cash flow forecasting.
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WealthStack Roundup @MorningstarInc this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond.
wealthmanagement.com
Morningstar is retiring its Office product and partnering with SS&C Black Diamond as a replacement
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Firms operating in multiple countries must also manage their data estates in compliance with many different data-related regulations.
wealthmanagement.com
Firms operating in multiple countries must also manage their data estates in compliance with many different data-related regulations.
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Despite a crowded AI-powered lead-gen scene, Datalign has strong tech talent, big-name backers and growth.
wealthmanagement.com
Link Ventures invests another $5 million in artificial intelligence-based prospecting platform Datalign Advisory.
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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
wealthmanagement.com
Americans hold more than $12.5 trillion in mortgage debt and $1.17 trillion in credit card balances as of the end of September.
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Industry veteran Kabir Sethi is joining the AI-powered note-taking and communications startup Zeplyn as a board member.
wealthmanagement.com
Kabir Sethi, a veteran industry executive, who spent two years at LPL and a much longer stint at Merrill Lynch, is joining the board of AI startup Zeplyn
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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 >> https://t.co/wBvZdwV6Fv
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#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.
wealthmanagement.com
Orion shared the results of its third annual Advisor Wealthtech Survey and an inaugural survey of 1,000 investors during its Ascent conference.
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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.
wealthmanagement.com
Jump's $20 million Series A funding raise includes Battery Ventures, Citi Ventures, Sorenson Capital and Pelion Ventures Partners.
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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
wealthmanagement.com
F2 Strategy's co-founder provides his take on the most important wealth management technology news of the last month.
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It’s how you use it, why and how you explain that value proposition to your clients. Matt Beecher | contributor for @wealth_mgmt
wealthmanagement.com
For financial advisors, what tech you use doesn't matter, it's how you use it, why and the value proposition for clients.
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The combined startups will provide advisors with seamless health planning from analysis to enrollment.
wealthmanagement.com
The combined Caribou and Move Health will provide advisors with seamless health planning from analysis to enrollment.
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#WealthStack Roundup @Advisor360 acquires Parrot AI, @wealthtender introduces a testimonial marketing tool and @business rolls out AI-produced news summaries.
wealthmanagement.com
Also, Advisor360 acquires Parrot AI, Wealthtender introduces a testimonial marketing tool and Bloomberg rolls out AI-produced news summaries.
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Five technologies that will dictate the future of the industry beyond the #Bitcoin hype. Via @business
wealthmanagement.com
Five technologies that will dictate the future of the industry beyond the Bitcoin hype.
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#WealthStack Roundup The all-in-one technology platform provider Advyzon announced this week an integration with alternative investments platform @icapitalnetwork.
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Sallie Krawcheck, an outspoken investing advocate for women, has stepped down as CEO of @Ellevest for health reasons.
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