Business Planning Communication Startup 
Wealth Management
JUNE 20, 2025
which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. The mobile-first application built for the wealth management industry hails from Covington, Ken.,
Nerd's Eye View
JANUARY 6, 2025
FINNY AI, an AI-powered prospecting tool, has raised $4.2
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Nerd's Eye View
JUNE 3, 2024
Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Nerd's Eye View
OCTOBER 2, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)
Nerd's Eye View
NOVEMBER 7, 2022
As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.
Yardley Wealth Management
FEBRUARY 11, 2025
“We conduct business professionally,” Dittes explains. I had to hire people and create systems and processes.” “Our team members are the face of the company, and many customers only interact with our field staff.
Clever Girl Finance
JULY 10, 2023
To gain a job in this field, you may need to have business experience and expertise in the subject, for example, IT or consumer electronics. Average salary: $112,513 Skills needed to become a product manager: Critical thinking Organization Business understanding UX knowledge Communication Collaboration Subject expertise Strategic mind 2.
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