WealthStack

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

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

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

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

@F2_Strategy co-founder provides his take on the most important wealth management technology news of the last month. spr.ly/6013FHeuR

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

@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. spr.ly/6013LgL1H

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

@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. spr.ly/6014LO4rQ

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

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

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

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

@RobinhoodApp reported revenue that more than doubled as the online-trading firm was buoyed by #crypto market transactions around the US presidential election. spr.ly/6015I9Ryb

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

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

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

#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

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

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