It's January, so it's time for my annual WealthTech reality check w/ @ddjanowski! Our #wealthtech outlook is LIVE - what a way to kick off the 2026 season! https://t.co/EuWtIxQeLd
Aboon, an AI-powered platform for financial advisers to help business owners launch and manage 401(k) plans, raised a $17.5M seed led by Bain Capital Ventures (@ddjanowski / WealthManagement)
https://t.co/ZU00asjCJT
https://t.co/3ioNlSaWyt
A clean sweep at #XYPNLIVE. Waterlily is honored to be the first company ever to win both the Best in Show (judge's pick) AND the Advicers' Choice (audience pick) awards. A big thank you to @MichaelKitces and the @XYPNOfficial organization for this incredible opportunity.
Sneak peek from our article feature in @wealth_mgmt recounting our double win at the @XYPNOfficial AdviceTech competition and touches on the challenges that everyone on the team here at @joinwaterlily are so driven to solve. Big thank you to both @wealth_mgmt and @ddjanowski!
We’re announcing @aboon4business’s $17.5M seed round, led by @BainCapVC along with Altai Ventures, Runyon, @EdwardJones Ventures, Outpost Ventures, and EJF Capital.
Thanks to @ddjanowski of @wealth_mgmt for covering our story: https://t.co/U0gxH8TVli
Sharing more context 🧵
The future of wealth management isn't coming—it's already here.
Spoke with @ddjanowski for @wealth_mgmt about how AI is transforming advisors' workflows and decision-making in real-time.
2025 will separate the innovators from the laggards. The question isn't if AI changes the game—it's how fast.
HARMONY OF RESILIENCE: Recorded in space and sent to Earth via @SpaceX’s @Starlink constellation, Polaris Dawn crewmember and violinist @Gillis_SarahE invites you to enjoy this music moment in support of @StJude & @ElSistemaUSA → https://t.co/My8cUwAWzg
We are incredibly thankful to the legendary composer John Williams for helping us share this music moment with the world, featuring his iconic Rey’s Theme played in space
HARMONY OF RESILIENCE: Recorded in space and sent to Earth via @SpaceX’s @Starlink constellation, Polaris Dawn crewmember and violinist @Gillis_SarahE invites you to enjoy this music moment in support of @StJude & @ElSistemaUSA → https://t.co/My8cUwAWzg
HARMONY OF RESILIENCE: Recorded in space and sent to Earth via @SpaceX’s @Starlink constellation, Polaris Dawn crewmember and violinist @Gillis_SarahE invites you to enjoy this music moment in support of @StJude & @ElSistemaUSA → https://t.co/My8cUwAWzg
@ddjanowski wrote a great article: https://t.co/BTkSSnMTw4
Unlike other LeadGen solutions, FINNY sells outcomes, not tools.
Proud of our small but mighty team for winning @MorningstarInc Fintech Showcase + thank you to CEO @KK_Chicago for believing in us.
Interesting @ddjanowski look at Finny - new prospecting tool, similar to @WealthFeedAI, using marketing data to provide hyper-targeted prospect lists for advisors to outreach based on ideal-client parameters?
"Finny and the Great AdvisorTech Acceleration" https://t.co/DuCe5jZuIx
Our columnist, @ddjanowski, sees the future of #wealthtech in a small band of young entrepreneurs solving the “lead generation” problem. https://t.co/ePu6HGWprl
There is a small but growing technology sector devoted to helping advisors work with owners of privately owned businesses. This includes RISR, which launched earlier this year and just announced an initial round of pre-seed funding. https://t.co/JHjcwEymjU