Quinn Signals Another Wave in the Great Advisor Tech Acceleration
Wealth Management
JUNE 27, 2025
My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealth management industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We It has become a challenge to keep up with new rollouts.
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