At this year’s annual #WealthStack Demo competition, the judges awarded the Best of Show Award to bQuest, a longevity planning and support platform for advisors, which launched last year (and won a Wealth Management Industry Award in September). spr.ly/6011B8fci3

Day 2 at Wealth Management EDGE wrapped 🔥 WealthStack tours. Quickfire demos. A robot on the floor. AI talks. Mentor speed dating. Pure momentum. Tomorrow is the final day. Last chance to lock in insights, close deals & own the future. See you bright and early 🚀 #EDGE

The WealthStack Podcast 🎙️ In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Andrei Pop, founder and CEO of Humanity Labs, to explore the rise of the AI workforce in financial services. Listen to the full podcast >> spr.ly/6019B8stfd

The WealthStack Podcast: The AI Workforce Era with Andrei Pop dlvr.it/TSty12

Excited to announce I'll be demoing @deepvest_ai live at @Wealth__Edge on June 10th. WealthStack Demos - 3:29pm in the Royal Palm Ballroom. 5 minutes to show what deterministic AI can do for portfolio analysis. Competing against 11 other WealthTech companies for Best of Show. If you're at the conference, please check out the WealthStack Demos. Or DM me in advance to meet in person.

Up next on The WealthStack Podcast: @johnwernz joins me to talk AI through the lens of organic growth and marketing. Not just more content or saved time, but smarter prospecting, personalization, intent tracking & measurable growth. Recording 5/27. Drop your questions 👇

Next on the WealthStack podcast: @andreimpop (Humanity Labs Founder & CEO) on AI reshaping wealth management roles...not just productivity. Digital workforces, automation boundaries & what happens to advisor value. Recording 5/12. Your questions? 👇

Up next on he WealthStack podcast: @AnthonyDeRosa09 Co-founder & CEO of @intellebox! We'll be covering AI, but more importantly, the shift from more info to actual intelligence. Have questions for us? Drop them below! We're recording on 4/24.

The WealthStack Podcast 🎙️ Vestmark's Freedom Dumlao unpacks why advisor experience, data integration and agentic AI are now the real battlegrounds for scaling RIAs. Listen to the full podcast >> spr.ly/6019hh4j1

Ask Us Anything time! I'm sitting down w/ @danzitting of @NitrogenWealth on 3/2 on the WealthStack podcast to talk about how advisors actually show value in meetings. Drop your Qs below!

Trading isn’t gambling — it’s strategy skill risk management 📈💡 Learn how to: Understand markets 🔍 Make smarter investment decisions 💰 Grow your wealth over time 🚀 Follow WealthStack Hub and trade the right way! #WealthStackHub #CryptoTrading #FinancialLiteracy

Tech is the new currency of the modern world 💻✨ Learning digital skills lets you: Work globally 🌍 Build digital assets 💡 Unlock income opportunities 💰 Follow WealthStack Hub and start building your future today! #WealthStackHub #TechSkills #DigitalAssets #LearnCoding

Who is WealthStack Hub for? ✅ Aspiring tech learners ✅ Future traders & investors ✅ Property & automotive asset builders ✅ Growth-focused wealth builders Follow WealthStack Hub and start building real skills & assets today! #WealthStackHub #TechSkills

Welcome to the WealthStack Hub - where tech trading, real estate, and autos converge to shape the future of wealth Creation. #wealth #tech #trading #realestate #nigeria

Welcome to WealthStack Hub Tech |Trading |Real Estate | Cars Learn. Build. Earn #wealth #tech #trading #realestate

🚨 New WealthStack episode loading... More content. More credentials. More tech. So why are so many advisors still invisible? I'm breaking it down w/ @Dr_JoshuaWilson on why most advisors don't have a marketing problem, they have a marketability problem. Drop your Qs for Ask Us Anything - we're recording on 1/13!

I share techniques like this (plus private market opportunities and M&A insights) through 2 newsletters. WealthStack: wealthstack1.com Build Wealth: buildwealth.com Choose based on your path or get both.

The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts by Jason Pereira fpcollective.ca/the-wealthst…

🚨 Last WealthStack episode of 2025! 🚨 I wrapped the year w/ @jasonpereira and we talked about: • What actually worked in wealthtech • Why AI felt like a lazy intern • Why integrations still feel like duct tape • How to fix your stack heading into 2026 If your tech stack stressed you out this year… this one’s therapy. 😂 tinyurl.com/4uyu89zw

I'm recording the next WealthStack podcast episode w/ @jasonpereira on 12/10 & we're breaking down what actually worked in wealthtech this year, what flopped, and where AI helped (and where it didn't). Got a questions for Jason? Drop it ⬇️