Business Planning Estate Planning Startup 
Wealth Management
JUNE 27, 2025
Davis Janowski , Senior Technology Editor, WealthManagement.com June 27, 2025 4 Min Read Quinn CEO Royi Markowitz I wrote a column last summer entitled “ Finny and the Great AdvisorTech Acceleration ,” largely about the startup but also about the momentum surrounding the rapid advancement and integration of AI among third-party technology providers.
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.,
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Wealth Management
JUNE 20, 2025
Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.
Nerd's Eye View
AUGUST 7, 2023
This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)
Nerd's Eye View
APRIL 1, 2024
Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).
Nerd's Eye View
MAY 5, 2025
This month's edition kicks off with the news that Altruist has announced a $152 million fundraising round, the latest in a steadily increasing series of capital raises as it has built out new technology features to compete with the "Big Two" custodians of Schwab and Fidelity – leaving the big question of what it intends to do with this fresh (..)
Yardley Wealth Management
FEBRUARY 11, 2025
To learn more about Yardley Wealth Management and Yardley Estate Planning, visit yardleywealth.net and yardleyestate.net. The post The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn appeared first on Yardley Wealth Management, LLC.
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