WealthStack
@wealth__stack
A new era of advice: where wealth management & wealthtech converge.
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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
What’s next for wealth management technology in 2025? spr.ly/60180iGfu
So-called robo advisor Betterment has acquired the automated investing business of Ellevest, the platform founded by Sallie Krawcheck in 2014. spr.ly/6014LkNVO
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
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
The combined startups will provide advisors with seamless health planning from analysis to enrollment. spr.ly/6012a7LvO
#WealthStack Roundup @Advisor360 acquires Parrot AI, @wealthtender introduces a testimonial marketing tool and @business rolls out AI-produced news summaries. spr.ly/6011aiaJU
Five technologies that will dictate the future of the industry beyond the #Bitcoin hype. Via @business spr.ly/6014vWuyC
#WealthStack Roundup The all-in-one technology platform provider Advyzon announced this week an integration with alternative investments platform @icapitalnetwork. spr.ly/6012QiotE
Sallie Krawcheck, an outspoken investing advocate for women, has stepped down as CEO of @Ellevest for health reasons. spr.ly/6014Q90o4
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