What's In My Wealthstack

Bridget Venus Grimes, founder of WealthChoice and co-founder of Equita Financial Network, explains how her $90 million AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners navigate financial challenges.

CFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data easy to access.

Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.

Advisor Eric Franklin discusses how the $39 million AUM firm gets the most out of Advyzon while keeping an eye on its competitors.

Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.

Vikram Chugh, who heads up technology and operations for $5.1 billion AUM, 92-employee Robertson Stephens, said the firm has carefully selected each piece of its tech stack.

Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.