@wealth__stack profile picture
WealthStack @wealth__stack

A new era of advice: where wealth management & wealthtech converge.

Joined February 2019
  • Tweets 1,139
  • Following 155
  • Followers 2,336
394 Photos and videos
WealthStack retweeted
Wealth Management@wealth_mgmt
Jan 16
What's In My Wealthstack 📱 Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that accommodates new firms, but also supports growth. Read more >> spr.ly/6013C0MxU

What's in My Wealthstack: Modern Wealth

Mike Capelle of Modern Wealth discusses how the firm is building a technology stack that remains flexible.

wealthmanagement.com
1
1
363
WealthStack retweeted
Wealth Management@wealth_mgmt
Jan 16
WealthStack Roundup Two new tax prep tools launched from TaxStatus, PPB enhances platform and announces Delio partnership, and Alpaca is a unicorn. Read more >> spr.ly/6016CFyNe
1
1
275
Jump, Zeplyn and @zocksio, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the @AdvisorEngine platform. spr.ly/6017N5t81

Jump, Zeplyn, and Zocks Now Integrated with AdvisorEngine

Jump, Zeplyn and Zocks, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the AdvisorEngine...

wealthmanagement.com
128
Ceasar Sengupta and his team have built a “digital private bank” called Arta Finance, but it won’t compete with other private banks or the advisors who work there. spr.ly/60122LAk6

Arta Finance Brings Private Banking to Millennial Millionaires & HENRYs

Discover how Arta Finance is revolutionizing private banking for young, affluent investors with AI-driven solutions.

wealthmanagement.com
146
What’s next for wealth management technology in 2025? spr.ly/60180iGfu

2025 WealthTech Trends: AI, Cybersecurity and Advisor Tech

What’s next for wealth management technology in 2025? The Oasis Group's John O'Connell discusses wealthtech trends shaping the industry.

wealthmanagement.com
112
So-called robo advisor Betterment has acquired the automated investing business of Ellevest, the platform founded by Sallie Krawcheck in 2014. spr.ly/6014LkNVO

Ellevest Sheds Robo Advice Business to Betterment

The deal with Betterment does not include Ellevest’s wealth management and financial planning business.

wealthmanagement.com
181
These include private fund benchmarks, various data management improvements and cash flow forecasting. spr.ly/6015ICEv1

Addepar Rolls Out New Alternatives Management Features

These include private fund benchmarks, various data management improvements and cash flow forecasting.

wealthmanagement.com
82
WealthStack Roundup @MorningstarInc this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. spr.ly/6019Im2vt

Morningstar Office Retired In Partnership With SS&C Black Diamond

Morningstar is retiring its Office product and partnering with SS&C Black Diamond as a replacement

wealthmanagement.com
83
Firms operating in multiple countries must also manage their data estates in compliance with many different data-related regulations. spr.ly/6014IiI8y

The Data Demands for Cross-Border Wealth Management Innovations

Firms operating in multiple countries must also manage their data estates in compliance with many different data-related regulations.

wealthmanagement.com
80
Despite a crowded AI-powered lead-gen scene, Datalign has strong tech talent, big-name backers and growth. spr.ly/6014IiqgC

Datalign Advisory Raises $5M More from Link Ventures

Link Ventures invests another $5 million in artificial intelligence-based prospecting platform Datalign Advisory.

wealthmanagement.com
1
76
Americans hold more than $12.5 trillion in mortgage debt and $1.17 trillion in credit card balances as of the end of September – oversight of which is now uncertain. Via @business spr.ly/6013I9PtW

CFPB Disarray Puts Future Fintech, Bank Oversight Into Question

Americans hold more than $12.5 trillion in mortgage debt and $1.17 trillion in credit card balances as of the end of September.

wealthmanagement.com
54
Industry veteran Kabir Sethi is joining the AI-powered note-taking and communications startup Zeplyn as a board member. spr.ly/6015I9Kbl

Kabir Sethi Joins AI Startup Zeplyn

Kabir Sethi, a veteran industry executive, who spent two years at LPL and a much longer stint at Merrill Lynch, is joining the board of AI startup Zeplyn

wealthmanagement.com
74
The #WealthStack Podcast @ShannonRosic, director of WealthStack content and solutions, sits down with John Connell, CEO and co-founder of Focal, to explore the transformative power of agentic AI in the financial advisory space. Listen to the podcast >> spr.ly/6010IJvDO
2
2
5
589
#Wealthtech provider @orionwealthtech shared the results of both its third annual Advisor Wealthtech Survey and an inaugural survey of 1,000 investors during its annual Ascent conference in Orlando this week. spr.ly/6012IJWH6

Nuggets Mined From Orion's Inaugural Investor Survey

Orion shared the results of its third annual Advisor Wealthtech Survey and an inaugural survey of 1,000 investors during its Ascent conference.

wealthmanagement.com
56
AI-powered advisor technology startup Jump has received considerable attention over the first year and a half of its existence, and now it is adding substantial financial backing. spr.ly/6011xv73J

AI Startup, Jump, Raises $20M

Jump's $20 million Series A funding raise includes Battery Ventures, Citi Ventures, Sorenson Capital and Pelion Ventures Partners.

wealthmanagement.com
1
97
The Word on #WealthTech @F2_Strategy co-founder provides his take on the most important wealth management technology news of the last month. By Doug Fritz for @wealth_mgmt spr.ly/6010xmT2m

The Word on WealthTech for January 2025

F2 Strategy's co-founder provides his take on the most important wealth management technology news of the last month.

wealthmanagement.com
93
It’s how you use it, why and how you explain that value proposition to your clients. Matt Beecher | contributor for @wealth_mgmt spr.ly/6012xBPep

The Tech You Use Doesn’t Matter

For financial advisors, what tech you use doesn't matter, it's how you use it, why and the value proposition for clients.

wealthmanagement.com
67
The combined startups will provide advisors with seamless health planning from analysis to enrollment. spr.ly/6012a7LvO

Caribou And Its HealthPlanner Technology Acquired By Move Health

The combined Caribou and Move Health will provide advisors with seamless health planning from analysis to enrollment.

wealthmanagement.com
67
#WealthStack Roundup @Advisor360 acquires Parrot AI, @wealthtender introduces a testimonial marketing tool and @business rolls out AI-produced news summaries. spr.ly/6011aiaJU

WealthStack Roundup: Cetera To Employ AI From TIFIN

Also, Advisor360 acquires Parrot AI, Wealthtender introduces a testimonial marketing tool and Bloomberg rolls out AI-produced news summaries.

wealthmanagement.com
1
1
2
92
Five technologies that will dictate the future of the industry beyond the #Bitcoin hype. Via @business spr.ly/6014vWuyC

A Crypto Optimist’s Guide for 2025

Five technologies that will dictate the future of the industry beyond the Bitcoin hype.

wealthmanagement.com
96
Load more