Joshua Brown, the prolific podcaster, YouTuber, CNBC contributor and CEO of Ritholtz Wealth Management, has announced he is backing AI-powered prospecting and lead generation startup FINNY. By Davis Janowski, Senior Technology Editor for WealthManagement.com
关于我们
A new era of advice: where wealth management & wealthtech converge.
- 网站
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https://informaconnect.com/wealthstack/
WealthStack的外部链接
- 所属行业
- 金融服务
- 规模
- 5,001-10,000 人
- 总部
- New York
动态
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WealthStack转发了
Alaris Acquisitions, a sell-side M&A consultancy to the wealth management industry, has launched The Alaris Lens Application, a technology platform to help match buyers and sellers in the registered investment advisor space.
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WealthStack转发了
The WealthStack Podcast with Shannon Rosic Tomorrow is International Women’s Day, so this month on #WealthStack we are featuring two amazing women who are contributing to the world of wealth management in big ways! ?? First up, Saira Rahman, VP of New Investor Initiatives at Fundrise. Join us as she shares how Fundrise is redefining who has access to elite investment opportunities, and how they are opening up private investment opportunities in real estate, venture capital, and private credit. Listen now >> https://spr.ly/6040LABim
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WealthStack转发了
If the wealth management industry has a pulse, it was beating loud and clear in Tampa at the Advyzon conference 2025. WealthStack's director of content and #WMTV host Shannon Rosic shares her take on the all-in-one platform provider’s recent conference.
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F2 Strategy's co-founder, Doug Fritz, provides his take on the most important wealth management technology news of the last month.
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WealthStack转发了
Our grumpy technology columnist chewed on three recent advisor-specific #AI surveys, including this week's T3; here's what he found. By Davis Janowski, Senior Technology Editor, WealthManagement.com
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WealthStack转发了
WealthManagement.com Exclusive ?? KeyBank is expanding its relationship with Envestnet, which will give the bank’s Key Wealth subsidiary and several units access to a larger portion of the advisor technology provider’s stack than they were previously using. By Davis Janowski,?Senior Technology Editor, WealthManagement.com
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WealthStack转发了
Nebo Wealth is going enterprise. The asset allocation and portfolio design technology platform from asset manager Grantham, Mayo, Van Otterloo & Co., better known as GMO, has announced the launch and availability of its Enterprise Solutions Platform.
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Raymond James Financial 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.
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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.