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Fintech founders pair AI and client prospecting in new platform for financial advisors

Fintech founders pair AI and client prospecting in new platform for financial advisors
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Laks Srini , Soo Yung Cho , Kanishk Parashar , Bryant Chou , Nate Rodland , Jon Xu , David Meister , Real Capital Navigator ,

Introducing Powder — The Generative AI Co-Pilot for Wealth Advisors That Streamlines Manual Sales Process To Deliver Immediate Value For Prospective Clients

Powder, the AI co-pilot that helps wealth advisors develop a clear implementation plan to win clients faster, today announced its public launch and pre-seed funding led by Elefund, with additional participation from Laks Srini (former co-founder and CTO of Zenefits), Bryant Chou (co-founder of Webflow), Jon Xu (former co-founder and CTO of FutureAdvisor, acquired by Blackrock), David Meister (Head of Enterprise Sales at Addepar), and others., , , , The entry point to the $100+ trillio. ....

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Introducing Powder -- The Generative AI Co-Pilot for Wealth Advisors That Streamlines Manual Sales Process To Deliver Immediate Value For Prospective Clients

/PRNewswire/ Powder, the AI co-pilot that helps wealth advisors develop a clear implementation plan to win clients faster, today announced its public launch. ....

Jon Xu , David Goerz , Bryant Chou , Nate Rodland , Michael Pompian , Kanishk Parashar , James Christopherson , Laks Srini , Enterprise Sales , Soo Yung Cho , Dominic Tully , Jeff Magder , Principal Engineer , Chief Investment Officer , Banking Amp Financial Services , Computer Amp Electronics , Financial Technology , Computer Software , New Products Amp Services ,

Wealth Management Tech Plaform Addepar Acquires RCI to Assist Clients with Making More Informed Investment Choices

Wealth Management Tech Plaform Addepar Acquires RCI to Assist Clients with Making More Informed Investment Choices
US-based wealth management tech platform
Addepar notes that for many years, wealth managers have had important questions that have been “surprisingly difficult to answer.” For instance, they want to know what exactly they own in their portfolios and where they own these assets. Wealth managers also want to know what risks they’re exposed to (among other things).
The company states:
“At Addepar, our clients are at the center of everything we do. We’ve been laser-focused since our 2009 founding on bringing data, technology and people together to provide answers and optimize how capital is put to work.” ....

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