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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

advisor-tech

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Company
Wealthbox Bet Advisors Would Use a CRM They Didn't Hate - Now It Wants AI to Run the Follow-Up
Fintech · Saas · Enterprise

Wealthbox Bet Advisors Would Use a CRM They Didn't Hate - Now It Wants AI to Run the Follow-Up

A clean interface got Wealthbox into thousands of advisory firms. A $200 million bet now asks whether that beloved system of record can become the system that does the work - without turning into the bloated software it set out to replace.

wealth-management-crm · financial-advisorsRead →
Company
A Client Rejected His Financial Plan. Asset-Map Turned the One Page He Kept Into a Business
Fintech · Saas · Enterprise

A Client Rejected His Financial Plan. Asset-Map Turned the One Page He Kept Into a Business

Financial planning kept producing thicker reports. Adam Holt's client wanted the scribbled one-page map instead. Asset-Map built a fintech company around that awkward, useful rejection.

financial-planning-software · advisor-techRead →