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Kathy Wunderi Wealth.com
Career Moves
Top Hollywood Attorney Joins Wealth.com’s Legal TeamTop Hollywood Attorney Joins Wealth.com’s Legal Team

Kathy Wunderli has about two decades of experience in private wealth. She called the company’s legal team “second to none” in digital estate planning.

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Robert Sofia Snappy Kraken
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Orion CEO Natalie Wolfsen 2025 Orion Ascent Conference
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Nuggets Mined From Orion's Inaugural Investor SurveyNuggets From Orion's Inaugural Investor Survey
byDavis Janowski - Moderator
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The WealthStack Podcast John Connell Focal Shannon Rosic
Artificial Intelligence
The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John ConnellThe WealthStack Podcast: Agentic AI with Focal's John Connell
byShannon Rosic - Moderator
Feb 7, 2025
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Support Platforms
AssetMark Taps New CTO from BlackRock’s AladdinAssetMark Taps New CTO from BlackRock’s Aladdin
byDiana Britton
Feb 4, 2025
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Sponsored Content
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Adjusted for Risk: Investing in AI Through Active ETFs
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The Word on WealthTech January 2025 Doug Fritz F2 Strategy
WealthTech
The Word on WealthTech for January 2025
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1 Min Read
byDoug Fritz, CEO and founder
Orion partnership Pontera Snowflake
WealthTech
Orion Deepens Integrations With Snowflake, Pontera
Orion Deepens Integrations With Snowflake, Pontera
Feb 4, 2025
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Milemarker CTO Kailash Duraiswami
Support Platforms
Data Technology Firm Milemarker Hires Its First CTO
Data Technology Firm Milemarker Hires Its First CTO
Feb 3, 2025
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Jump CEO Parker Ence
Artificial Intelligence
Popular AI Startup for Advisors, Jump, Raises $20M
Popular AI Startup for Advisors, Jump, Raises $20M
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
iCapital office
Alternative Investments
iCapital Enhances Architect Tool; Partners with Apollo
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
Savvy Wealth Chief Growth Officer David Weiner
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Savvy Taps New Growth Officer to Bolster RIA Push
Savvy Hires RIA Growth Lead
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byAlex Ortolani, Senior Reporter
DeepSeek AI
Equities
CIOs Wrestle with DeepSeek Fallout
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byDavid Bodamer, Executive Editor, Investments
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Estate Planning
How AI is Assisting Advisors in Providing Estate Planning Insights
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1 Min Read
byAndrew Altfest, Founder of Altfest Personal Wealth Management and FP Alpha.
The WealthStack Podcast Davis Janowski wealthtech
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WealthStack Podcast: 2025 WealthTech Predictions with Davis Janowski
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byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
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Support Platforms
The Tech You Use Doesn’t Matter
The Tech You Use Doesn’t Matter
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1 Min Read
byMatt Beecher, Chief Revenue Officer, interVal
Sponsored Content
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Move Health co-founder and Head of Growth Cole Craven (left) and Caribou CEO Christine Simone
WealthTech
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Jan 23, 2025
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
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Estate Planning
Artificial Intelligence—Friend or Foe?
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1 Min Read
byAvi Z. Kestenbaum, Craig R. Hersch
Envestnet CEO Chris Todd
WealthTech
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
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Support Platforms
Merchant-Backed Fin.Link Hires New President
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1 Min Read
byDiana Britton, Managing Editor
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WealthTech
WealthStack Roundup: Cetera To Employ AI From TIFIN
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byDavis Janowski - Moderator, Senior Technology Editor
Nick Graham
RIA
Cambridge CTO Nick Graham Quietly Departs
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1 Min Read
byDiana Britton, Managing Editor
iCapital Network alternative investments
Alternative Investments
iCapital to Buy Parallel Markets in Bid to Streamline AML Requirements
iCapital to Buy Parallel Markets in Bid to Streamline AML Requirements
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
FP Alpha CEO Andrew Altfest
WealthTech
FP Alpha Launches Tax Services As Standalone Product
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1 Min Read
byPatrick Donachie, Senior Reporter
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Sponsored Content
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Schwab, Blackstone Among Firms Paying $63M To Settle SEC Texting Charges
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1 Min Read
byPatrick Donachie, Senior Reporter
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Alternative Investments
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byPeter Hans
Scott MacKillop
WealthTech
First Ascent Founder Scott MacKillop Leaves GeoWealth
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byDiana Britton, Managing Editor
Arun Anur Orion COO
WealthTech
Orion Hires COO From Rival Envestnet
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byDavis Janowski - Moderator, Senior Technology Editor
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Latest news

Kathy Wunderi Wealth.com
Career Moves
Top Hollywood Attorney Joins Wealth.com’s Legal Team
Top Hollywood Attorney Joins Wealth.com’s Legal Team

Feb 11, 2025

Robert Sofia Snappy Kraken
Marketing
Snappy Kraken Launches AI-backed RIA Enterprise Hub
Snappy Kraken Launches AI-Backed Enterprise Hub

Feb 11, 2025

Hershey Wealth Advisors Merit Financial
RIA
Merit Acquires $233M Pennsylvania RIA From Osaic
Merit Acquires $233M RIA In Pennsylvania

Feb 11, 2025

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