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Eric Poirier

Eric Poirier is CEO of Addepar, a wealth management…

4 Questions with Eric Poirier, CEO of Addepar

Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical,…

d1g1t: Financial Advisors Continue to Be Irreplaceable

d1g1t provides an enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.

CogniCor Launches New AI-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And Financial Advisors

CogniCor Launches New AI-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And Financial Advisors

CogniCor, the provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules.

ForwardLane: Innovators and Investors Have an Acute Interest in Technologies

ForwardLane is a B2B cognitive finance company that builds enterprise-scale strategic AI solutions for private wealth management, asset management and insurance.

Sheryl O'Connor

CEO and founder of WealthConductor

4 Questions With Sheryl O’Connor Of WealthConductor

Sheryl O’Connor is founder and CEO of WealthConductor, which offers the software-as-a-service (SaaS) IncomeConductor that allows advisors to develop customized income plans for their clients, then track and update those…

WealthTech Weekly February 15, 2021

WealthTech Weekly February 15, 2021

Human Interest tacked on another $55 million to its Series C. Envestnet | MoneyGuide and MaxMyInterest announced an integration. Brown Wealth Management’s acquisition of Truuwater Financial forms a $1.2 billion in AUM…

280 CapMarkets: The Best Bond Prices Marketplace

280 CapMarkets is an innovation driven fixed income technology marketplace providing best execution support and price transparency to advisors, institutions and issuers.

Jared Porter

Co-founder of 401GO

Jared Porter: About Industry Trends In 2021

We asked Jared Porter from 401GO to share what industry trends he does observe, and what major changes in the today's world may affect the wealth management industry and retirement…

benjamin: AI Matters Because One Size Doesn’t Fit All

benjamin helps advisors regain control of their time by streamlining processes and automating a myriad of time-consuming, yet imperative tasks so they can focus on what's truly important: their clients.

Copytalk: Unlimited Secure Mobile Transcription

Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency.