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

financial-advisor-tools

(3)
AllCompaniesPeopleStoriesProducts
Company
Wealth.com wants your estate plan to keep up with your life
Ai · Fintech · Saas

Wealth.com wants your estate plan to keep up with your life

A trust can sit untouched for years while the family around it changes. Wealth.com puts estate documents, tax scenarios and the financial advisor in the same conversation.

estate-planning · tax-planningRead →
Company
Ethic: Your index fund has no idea who you are
Fintech · Enterprise · Climate

Ethic: Your index fund has no idea who you are

Ethic turns personal convictions into custom portfolios, then deals with the awkward business of taxes, risk and scale. The interesting part is how much work sits behind a seemingly simple preference.

direct-indexing · personalized-investingRead →
Company
Advisor360° Spent 20 Years Learning the Advisor Workday. Now It Wants AI to Run the Busy Parts
Fintech · Saas · Enterprise

Advisor360° Spent 20 Years Learning the Advisor Workday. Now It Wants AI to Run the Busy Parts

The wealthtech company began as an internal system built for people who actually advise clients. Its next act is a bigger bet: unify the data first, then let AI handle the administrative drag.

wealthtech · wealth-management-softwareRead →