WealthTech Weekly: December 2, 2022
Welcome to the news highlights of this week.
What’s going on:
- Wealthify reinforces its leadership team with three new appointments.
- Atria digs deeper into independent wealth management.
- Zoho sees Wealthtech as a potential new area of expansion.
- Estancia teams up with InvestorCOM.
- Industry leaders share tips on how to create better tech for advisors.
- J.D. Power reveals the top fifteen wealth managers providing the best digital experience.
Let’s take a better look at what happened.