Tysons wealth management startup Prismm is nearing its first major funding round as the company looks to take a slice of the estimated $124 trillion in assets set to transfer between generations in the coming decades. https://t.co/PZzWXO7u6N
Congratulations again to the incomparable Martha Underwood and her team at @getprismm!
If you are not yet familiar with Prismm, it is a remarkably simple, innovative approach to wealth transfer and legacy planning — and well worth a look ➡️ https://t.co/15yW0Vz1Wf #DCtech
Just back from the T3 and what an experience! 🚀 Met so many incredible people pushing the boundaries of tech. Proud to have represented @getprismm and shared how we're redefining legacy planning. Here's to innovation and new connections! 🌐✨ #t32024