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Kathy Wunderi Wealth.com
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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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Orion CEO Natalie Wolfsen 2025 Orion Ascent Conference
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byShannon Rosic - Moderator
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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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The Key to Growth and Flexibility
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Adjusted for Risk: Investing in AI Through Active ETFs
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WealthTech
The Word on WealthTech for January 2025
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Feb 4, 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, Senior Technology Editor, WealthManagement.com
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, Senior Technology Editor, WealthManagement.com
Jump CEO Parker Ence
Artificial Intelligence
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Alternative Investments
iCapital Enhances Architect Tool; Partners with Apollo
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
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byAlex Ortolani, Senior Reporter
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byDavid Bodamer, Executive Editor, Investments
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byAndrew Altfest, Founder of Altfest Personal Wealth Management and FP Alpha.
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The Tech You Use Doesn’t Matter
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byMatt Beecher, Chief Revenue Officer, interVal
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Move Health co-founder and Head of Growth Cole Craven (left) and Caribou CEO Christine Simone
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Jan 23, 2025
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Estate Planning
Artificial Intelligence—Friend or Foe?
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Jan 23, 2025
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1 Min Read
byAvi Z. Kestenbaum, Craig R. Hersch
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WealthTech
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Merchant-Backed Fin.Link Hires New President
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Jan 21, 2025
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1 Min Read
byDiana Britton, Managing Editor
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Cambridge CTO Nick Graham Quietly Departs
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1 Min Read
byDiana Britton, Managing Editor
iCapital Network alternative investments
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iCapital to Buy Parallel Markets in Bid to Streamline AML Requirements
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
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byPatrick Donachie, Senior Reporter
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byPatrick Donachie, Senior Reporter
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byPeter Hans
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WealthTech
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byDiana Britton, Managing Editor
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WealthTech
Orion Hires COO From Rival Envestnet
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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