What's In My Wealthstack

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What's In My Wealthstack

Chief technology officers from top RIAs in the wealth management industry detail the software tools they are using to drive their business.

Featured on What's In My Wealthstack

What's in my wealthstack David Tepp Tepp Wealth Management

Financial Planning

Tepp Wealth Management: Approaching The Tech Stack From A Tax-Smart Perspective Tepp Wealth Management: Approaching The Tech Stack From A Tax-Smart Perspective

David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.

byRob Burgess, Technology Reporter

Jun 21, 2024

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3 Min Read

What's in my wealthstack OFC Emily Jaffe

Financial Planning

OFC Wealth Management: Taking Some Of The Stress Out Of Divorce With Specialized Software OFC Wealth Management: Taking Some Of The Stress Out Of Divorce With Specialized Software

Jun 13, 2024

6 Min Read

Rob Rickey Straightline Group What's in my Wealthstack

StraightLine Group: Customizing The Tech Stack For Clients In Retirement StraightLine Group: Customizing The Tech Stack For Clients In Retirement

Jun 6, 2024

5 Min Read

WealthChoice: Using Tech To Serve Women Breadwinners WealthChoice: Using Tech To Serve Women Breadwinners

May 31, 2024

4 Min Read

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Prime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t Happen Prime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t Happen

May 9, 2024

3 Min Read

Timothy Admire What's in My Wealthstack Willow Creek

Financial Planning

Willow Creek Wealth Management: Squeezing Maximum Value Out Of Technology Willow Creek Wealth Management: Squeezing Maximum Value Out Of Technology

May 3, 2024

5 Min Read

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Artificial Intelligence

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