The Next Generation

Financial advisors receive multiple emails every week about the newest piece of financial technology. From portfolio management to financial planning software and everything in-between, it’s impossible to keep up with everything. And this is why we’re so excited to bring the next generation of companies under one roof.

In a few weeks at Wealth/Stack, attendees will hear from ten of these companies.

The one I’m most curious to see is Tulip, which exists to “take the lessons of behavioral finance out of the ivory tower and put them on advisors’ desktops where they can drive improved client outcomes.”

Everybody knows how important behavior is to investor success, but at this point it seems to be a problem with few solutions. I’m excited to see what Dr. Daniel Crosby has been working on.

Hit this link to see the other nine fintech companies.

 

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