WealthStack

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

[Wealth Management @wealth_mgmt]

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 >> https://t.co/3oGAXpz8EP

[Wealth Management @wealth_mgmt]

WealthStack Roundup

Two new tax prep tools launched from TaxStatus, PPB enhances platform and announces Delio partnership, and Alpaca is a unicorn.

Read more >> https://t.co/lpsf0DWxwN

[WealthStack @wealth__stack]

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. https://t.co/eQRhK4mhtT

[WealthStack @wealth__stack]

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. https://t.co/jLWazsEcfZ

[WealthStack @wealth__stack]

@F2_Strategy co-founder provides his take on the most important wealth management technology news of the last month. https://t.co/oHaiAc7cl0

[WealthStack @wealth__stack]

What’s next for wealth management technology in 2025? https://t.co/wLSGvQQgb0

[WealthStack @wealth__stack]

@RaymondJames this week joined a growing number of companies across industries, including financial services firms, to add a chief artificial intelligence officer to its C-suite. https://t.co/GRhx49BgWn

[WealthStack @wealth__stack]

So-called robo advisor Betterment has acquired the automated investing business of Ellevest, the platform founded by Sallie Krawcheck in 2014. https://t.co/WS3gwfggYk

[WealthStack @wealth__stack]

@RobinhoodApp is the latest company to announce the #SEC has retreated from a #crypto enforcement action or lawsuit as the agency shifts to new leadership and takes a friendlier approach to the market. https://t.co/Kvw2s2o1Y0

[WealthStack @wealth__stack]

These include private fund benchmarks, various data management improvements and cash flow forecasting. https://t.co/AGJxxAMGJA

[WealthStack @wealth__stack]

WealthStack Roundup

@MorningstarInc this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. https://t.co/220VLbCJSq

[WealthStack @wealth__stack]

Firms operating in multiple countries must also manage their data estates in compliance with many different data-related regulations. https://t.co/fecFdJuodR

[WealthStack @wealth__stack]

Despite a crowded AI-powered lead-gen scene, Datalign has strong tech talent, big-name backers and growth. https://t.co/n9n6ZCCRcj

[WealthStack @wealth__stack]

@RobinhoodApp reported revenue that more than doubled as the online-trading firm was buoyed by #crypto market transactions around the US presidential election. https://t.co/aeXBIBUEkf

[WealthStack @wealth__stack]

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 https://t.co/9DPmkMZMjU

[WealthStack @wealth__stack]

Industry veteran Kabir Sethi is joining the AI-powered note-taking and communications startup Zeplyn as a board member. https://t.co/qneOAfk6SJ

[WealthStack @wealth__stack]

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 >> https://t.co/wBvZdwV6Fv

[WealthStack @wealth__stack]

#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. https://t.co/P7i81B6VS8

[WealthStack @wealth__stack]

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. https://t.co/JOAGVnyHdH

[WealthStack @wealth__stack]

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 https://t.co/TuvW5co1n9