October WealthTech News
For advisors and wealth firm operators, the episode tracks how AI is being packaged and priced across major platforms and providers, including partner programs, platform investment and labor-based pricing.
Summary
By the wealth tech & ai deskThis episode rounds up October wealthtech news, with AI as the dominant theme. It covers Anthropic adding another wave of partners to Claude for Financial Advisors, Envestnet's $35 million surge investment in Tamarac, and Mariner's five-year deal that prices AI as labor instead of software. It also notes that meeting note-takers are coming.
- AI took over the wealthtech news cycle this month.
- Anthropic added another wave of partners to Claude for Financial Advisors.
- Envestnet answered with a $35 million surge investment in Tamarac.
- Mariner signed a five-year deal that prices AI as labor instead of software.
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