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Jump Wins Best in Show at WealthStack

Wealthstack
 
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WealthStack

MAY 24, 2024

Technology News

LIVE FROM WEALTHSTACK

AI Startup Jump Wins 'Best In Show' At WealthStack Tech Demos

Rob Burgess

Portfolio personalization platform Nebo Wealth came in second out of 11 companies that presented at Wealth Management EDGE.

FULL ARTICLE

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WEALTHSTACK ROUNDUP

Ron Pruitt Named Orion Wealth Management President

Rob Burgess

Also, Sanctuary Wealth appoints Robert Coppola as chief technology officer, DriveWealth hires new executives and Commonwealth Financial Network partners with iCapital.

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SPONSORED CONTENT

Growth Investing: Tapping Trends Beyond the Mag 7

Sponsored by Parnassus Investments

Parnassus believes innovation creates opportunities outside the Mag 7.

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iCapital Starts Using Blockchain for a Private Fund

Elaine Misonzhnik

The firm anticipates expanding the technology to more funds on its platform later this year.

FULL ARTICLE

LIVE FROM WEALTHSTACK

Marketing Is An Investment To Be Tracked

Rob Burgess

Top CMOs discuss how to drive organic growth through experimentation, competition, follow-up and cataloging of best methods.

FULL ARTICLE

Software Firm Envestnet Draws Interest From Advent, GTCR

Ryan Gould and Matthew Monks

Envestnet has been working with a financial advisor to explore sale options.

FULL ARTICLE

The WealthStack Podcast

The Importance of a Growth Partner With Andree Mohr

Shannon Rosic

Integrated Partners President Andree Mohr details the benefits of having the right partner.

LISTEN NOW

Commentary

The Word on WealthTech for May 2024

Doug Fritz

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

FULL ARTICLE
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