WealthTech Select

?? In case you haven't heard, Sora Finance has been acquired by Flourish! I want to share my thoughts and post from just over a year ago, when I met Siddhartha Oza and Rohit Agarwal, the Co-founders of Sora Finance at the T3 Technology Tools for Today conference in Las Vegas, NV. As a financial advisor, it's crucial to take your clients' debt into account when providing financial planning. Monitoring changes and looking for refinancing opportunities can make a significant difference in their financial health. That's why I was excited to learn about Sora Finance, a tool that does just that. I loved their solution and thought it was a brilliant way to incorporate client debt as an actively monitored area and an opportunity to effectively leverage debt in financial planning. Their pricing model and integration with a network of lenders provided this tool at a low cost, enabling them to scale quickly by partnering with advisors. In my internal notes from our conversation, I wrote: "while speculative, I believe they are an ideal target for an acquisition/merger or at the very least could license their technology to be part of a broader solution that works to provide liquidity to customers." I won't claim I predicted Flourish as the acquirer, but this is certainly a synergistic acquisition. I'm excited to see how their platform will be incorporated. I love when M&A actually benefits the end consumer and not just those involved in the transaction. I believe this to be one of those rare cases with real consumer benefit! Congrats to Rohit, Siddhartha, the entire Sora team, and Flourish on this exciting new chapter! #WealthTechSelect #WealthTech #RIA #FinancialAdvisor #Sora #Flourish #FinTech #AssetManagement

?? We sat down with Mark Heynen ??Co-founder and Chief Product Officer at Knapsack to learn more about this unique AI platform for Advisors. While it was initially introduced to us a notetaker, we've come to learn that was really just one feature of a larger automation platform that takes a privacy first approach. Take a minute to get a quick introduction to Knapsack. And if you want to take advantage of a special offer for WealthTech Select members use the link in the comments to download Knapsack with an unlimited free notetaker for life! WealthTech Select makes it easy for advisors to find the right tools. Explore solutions and sign up for free at WealthTechSelect.com! #WealthTechSelect #WealthTech #AI #RIA #FinancialAdvisor

Check out James Cantwell ?? and Michael Casciano on Mike’s most recent 3 Good Questions segment! They talk AI, tech selection, and more! #WealthManagement #RIA #WealthTech #FinancialAdvisor

We are excited to announce that our founder,?James Cantwell ??, has joined?Aspen Standard Wealth's Advisory Board! James brings over two decades of experience in wealth management, helping firms leverage technology to scale and serve clients more effectively. His expertise will support Aspen’s mission of driving growth and innovation in the RIA space. Join us in congratulating James on this exciting new role! #AdvisoryBoard #RIA #WealthManagement #FinancialAdvisor #DigitalTransformation #WealthTechSelect

?? Welcome to the ???????????????????? ???????????? ?????????? ????????????, Simplicity Ops and Kate Guillen! ???????????????????? ?????? is revolutionizing RIA operations by optimizing CRM systems and streamlining internal processes. They specialize in transforming CRMs into the central hub of advisory businesses, creating multi-system workflows that ensure efficiency and exceptional client service. ???????? ??????????????, founder and head of strategy, brings over a decade of experience in investment management and a passion for AdvisorTech. Her expertise in CRM optimization has helped dozens of firms maximize their technology and standardize operations. The ???????????????????? ???????????? ?????????? ???????????? is our exclusive group of elite service providers in the wealth management industry, collaborating to advance the RIA sector through knowledge sharing, mutual support, and strategic partnerships. WealthTech Select members will benefit from: ? Access to cutting-edge operational strategies ? Insights on maximizing CRM potential ? Expertise in creating scalable, efficient workflows ? Opportunities for collaboration and knowledge sharing We're thrilled to welcome Kate, Courtney Riggin, Alyssa Barnes, and Katherine Beltran of ???????????????????? ?????? to our community and look forward to the valuable contributions they'll bring to our ecosystem! #WealthTech #FinancialAdvisors #CRM #OperationsManagement #RIA #WealthTechSelect #Redtail #Wealthbox

?? Welcome to the ???????????????????? ???????????? ?????????? ????????????, SparkPath Consulting! ?????????????????? ???????????????????? specializes in helping RIAs optimize their technology and CRM strategies, execute large-scale initiatives, and navigate complex technology decisions to scale efficiently. We're thrilled to have Dave and Erica Smigielski join our community. Dave brings over 25 years of experience in Financial Services and Wealth Management as a CRM & Technology Strategist, with expertise in digital transformation for RIAs. Erica, as the Founder & Strategic Leader of SparkPath, is a certified program manager and master at getting things done, helping busy executives streamline complex initiatives. The ???????????????????? ???????????? ?????????? ???????????? is our exclusive group of elite service providers in the wealth management industry, collaborating to advance the RIA sector through knowledge sharing, mutual support, and strategic partnerships. Our members will benefit from SparkPath Consulting's addition through: ? Strategic technology leadership for RIAs looking to scale ? Expert CRM optimization and implementation strategies ? Guidance on streamlining operations and enhancing client experiences ? A powerful combination of strategic planning and hands-on execution We're excited to welcome SparkPath Consulting, Dave, and Erica to our community and look forward to the valuable contributions they'll bring to our network! #WealthTech #FinancialServices #WealthTechSelect #RIA #CRM #AssetManagement #WealthManagement

?? Welcome to the ???????????????????? ???????????? ?????????? ????????????, Grandview & Co and Steven Tenney! Grandview & Co is a personal coaching and business consulting firm dedicated to optimizing independent wealth management. They specialize in supporting leaders of RIAs and advisors considering the transition to independence, addressing unique challenges in the industry. Steven Tenney, the founder of Grandview & Co, he brings over 30 years of wealth management experience, including 26 years at PaineWebber and UBS and 5 years as the founder of Great Diamond Partners which he grew to $650M. The ???????????????????? ???????????? ?????????? ???????????? is our exclusive group of elite service providers in the wealth management industry, collaborating to advance the RIA sector through knowledge sharing, mutual support, and strategic partnerships. Our members will benefit from Grandview & Co's addition through: ? Access to expert coaching and consulting services ? Insights into optimizing independent wealth management firms ? Guidance on transitioning to independence ? Strategic planning and succession planning expertise We're thrilled to have Grandview & Co join our community and look forward to the valuable contributions they'll bring to our ecosystem! #WealthTech #WealthTechSelect #WealthManagement #FinancialAdvisors #Innovation #RIA

?? Welcome to the ???????????????????? ???????????? ?????????? ????????????, AlphaScale! We're thrilled to announce that AlphaScale, a dynamic coaching and consulting powerhouse, has joined our exclusive network. AlphaScale specializes in empowering wealth managers, advisors, and asset managers through tailored strategies and engaging content creation. A warm welcome to Mark Spina, Founder & Managing Partner of AlphaScale, whose extensive experience in strategic leadership and thought leadership in the financial services industry will be invaluable to our community. The ???????????????????? ???????????? ?????????? ???????????? is our exclusive group of elite service providers in the wealth management industry, collaborating to advance the RIA sector through knowledge sharing, mutual support, and strategic partnerships. Our members will benefit from AlphaScale's expertise in: ? Customized coaching for advisors and wealth managers ? Virtual practice management resources ? Innovative strategies for achieving sales and service alpha at scale ? Access to industry insights and targeted events We're excited to collaborate and drive innovation in the WealthTech space with Mark and the rest of the AlphaScale team! #WealthTech #FinancialServices #Innovation #Coaching #WealthTechSelect #RIA #AssetManagent

We will be at the T3 Technology Tools for Today conference in Dallas, TX this week. If you’re gonna be there drop us a comment below. We’ll send James Cantwell ?? over to buy you a coffee or a beer. #T32025 #WealthTechSelect #WealthTech #RIA

The heart of WealthTech Select's mission is fostering meaningful connections across the RIA and Wealth Management community. We're thrilled when listing members recognize this value and partner with us to better serve their customers. That's exactly what happened with IT ExchangeNet. A respected leader in the M&A space, IT ExchangeNet specializes in IT firms while also supporting wealthtech companies like RIA in a Box. Whether you're interested in acquiring or selling IT/MSP or related businesses, explore their platform and subscribe to their deal opportunities. https://lnkd.in/eMb2jgGK #WealthTech #WealthTechSelect #RIA #MnA #FinancialAdvisor #MSP #T