About this episode

Bob Pisani discusses the future of wealth management powered by AI and data platforms.

The post Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar appeared first on and was written by Elana Iskowitz . Meet Our Guest This episode features Bob Pisani, CTO of Addepar — a data and AI platform trusted by financial professionals across 60 countries managing nearly $9 trillion in assets. Bob brings deep technical leadership to one of the most scaled platforms in the wealth management space, overseeing a Series G raise of $230M at […] The post Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar appeared first on and was written by Elana Iskowitz .

People in this episode

Host: Craig Iskowitz

Guest: Bob Pisani

Topics covered

• wealth management
• AI
• data platforms
• financial technology
• investment management

Keywords

• wealth management
• AI
• Addepar
• financial professionals
• data platform
• investment

Mentioned in this episode

Organizations: Addepar

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