Davis Janowski retweetledi
In his latest column, @ddjanowski explores the concept of agentic AI and its implications for wealth management.
wealthmanagement.com/artificial-int…
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Davis Janowski
8.1K posts
Davis Janowski
@ddjanowski
Longtime tech journalist, freelancer, former analyst, (all opinions and tweets my own) Paddle guide for Manhattan Kayak, paddle boarder, kayaker, outdoorsman.
New York, New York Katılım Nisan 2009
924 Takip Edilen1.9K Takipçiler
Davis Janowski retweetledi
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! tinyurl.com/5628uwvj
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Davis Janowski retweetledi
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)
wealthmanagement.com/advisor-suppor…
#a251016p48" target="_blank" rel="nofollow noopener">techmeme.com/251016/p48#a25…
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Davis Janowski retweetledi
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.
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Davis Janowski retweetledi
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!
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Davis Janowski retweetledi
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: wealthmanagement.com/advisor-suppor…
Sharing more context 🧵
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Davis Janowski retweetledi
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.
ARQA@ARQA_AI
What may seem futuristic to some is already happening in the #wealthmanagement space with #AI. Check out some highlights from @haik_sahakyan's recent interview with @ddjanowski for @wealth_mgmt. Full interview: wealthmanagement.com/technology/202…
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I've watched this a half-dozen times this morning, it gave me chills the first time:
x.com/PolarisProgram…
Polaris@PolarisProgram
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 → polarisprogram.com/music
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Davis Janowski retweetledi
@StJude @ElSistemaUSA @Gillis_SarahE @rookisaacman @KiddPoteet @annawmenon Learn more about our charitable partner @StJude
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Davis Janowski retweetledi
@StJude @ElSistemaUSA @Gillis_SarahE @rookisaacman @KiddPoteet @annawmenon Learn more about our charitable partner @ElSistemaUSA
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Davis Janowski retweetledi
My favorite bit of PR and marketing...ever...
Polaris@PolarisProgram
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 → polarisprogram.com/music
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Davis Janowski retweetledi
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 → polarisprogram.com/music
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Davis Janowski retweetledi
@ddjanowski wrote a great article: wealthmanagement.com/technology/fin…
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.
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Davis Janowski retweetledi
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" wealthmanagement.com/technology/fin…
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Davis Janowski retweetledi
Our columnist, @ddjanowski, sees the future of #wealthtech in a small band of young entrepreneurs solving the “lead generation” problem. spr.ly/6019YNIAb
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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. wealthmanagement.com/technology/ris…
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Davis Janowski retweetledi
💡 In this panel discussion at @Wealth__Edge, @orionwealthtech’s CEO Natalie Wolfsen speaks about the personalization of advice and how tech enables deeper relationships.
#WMEDGE @djamesarmstrong
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Davis Janowski retweetledi
.@jasonpereira has to wear @KitcesBlueShirt before starting the hot wings challenge at #wmedge @Wealth__Edge @MichaelKitces
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Davis Janowski retweetledi
Am I the only one thinking this?
Advisors won't completely go away, but I di think there will be far fewer of them in the future.
David Armstrong@djamesarmstrong
AI will let advisors deliver personalized advice, and unique client scenarios, with “immediacy”, says @Google’s head of banking and wealth management John Froese w/ @ddjanowski @wealth_mgmt @Wealth__Edge @wealth__stack
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