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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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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

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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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

I’ve known Kanishk a few years and he has been around the block when it comes to the developer world, having sold his first startup to Fitbit (which is now owned by Google) and his second to Addepar, where he met Tully. Their current startup, Powder, is all about helping firms build operational efficiency. now Pontera).

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Transcript: Jonathan Clements

The Big Picture

You, you grow up in, in London, you graduate Cambridge and you start at Euro Money Magazine in, in London. And that’s when I decided to move to New York City and I joined Forbes Magazine as a glorified fact checker and immediately doubled my salary moving from London. Let, let’s get a little background for you.

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10 Sunday Reads

The Big Picture

New York Times Magazine ) How to Lose an Oscar in 10 Days : The star of the years most nominated film torpedoed her chance to win the trophyin audacious fashion. ( Even with online betting, the racetrack takes in less than one-fortieth of what it would have at the sports peak.

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10 Weekend Reads

The Big Picture

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Adam Neumann Wounded WeWork, an Office Market Bust Finished It Off : Once the country’s most-valuable startup, the flexible-workspace company is expected to file for bankruptcy. NYT Magazine ) • These Moons Are Dark and Frozen.

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Monday links: historical market data

Abnormal Returns

qz.com) Strategy A magazine cover gone wrong, the case of Cisco Systems ($CSCO). om.co) Media Another media startup bites the dust: Vice Media files for Chapter 11. Energy Gasoline prices are down some 30% from their peak (axios.com) European natural gas prices are below pre-war levels. awealthofcommonsense.com) Companies How Sea Ltd.