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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt). Read More.

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Adviser links: loving clients’ problems

Abnormal Returns

podcasts.apple.com) The biz Fidelity's move to sweep client cash into FCASH, making more work for RIAs. riabiz.com) Morgan Stanley's ($MS) wealth management division apparently prioritized assets over vetting clients. wsj.com) Startup AI wealth manager Range raised another round of capital. thinkadvisor.com)

Clients 122
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Wealthtech Startup Powder Raises $5M in Seed Funding

Wealth Management

Powder is using generative AI to automate a lot of the tasks involved in the client proposal process.

Startup 304
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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 186
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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

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.

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Tokenbridge, A Distributed Ledger Technology Startup, Launches

Wealth Management

While clients and funding remain under wraps, Tokenbridge has plans to tokenize and revitalize the investment industry.

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AI Startup for Advisors Jump Announces $4.6M in Funding

Wealth Management

The AI assistant records meeting notes and turns them into automated actions from generating client communications to plan changes.

Startup 275