Our industry is starting the summer strong with several big announcements in innovation and personnel news.…
Tag: WealthTech
Aaron Klein Returns to Wealthtech with Launch of Contio Meeting OS
Aaron Klein, the former CEO and co-founder of Nitrogen, has returned to the wealthtech space with…
The Word on WealthTech for May 2025
May’s wealth management headlines were filled with investments in technology platforms and providers as well as…
Scott MacKillop Joins WealthTech Strategy Partners as TAMP Advisor
Scott MacKillop, the turnkey asset management platform pioneer who left GeoWealth earlier this year, has joined…
Going beyond the standard wealthtech choices: Show Me Your Stack
Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…
The Word on WealthTech for April 2025
Wealth management technology providers continue to make moves in the industry. This month has seen new…