iAltA is building the connective technology that the wealth management industry has been waiting for. Michael Sidgmore and iAltA’s Bill Crager do a deep dive in the latest episode of the Alt Goes Mainstream podcast. 🎧 Listen here: https://lnkd.in/eyd7qnZA
Co-Founder & Partner, Broadhaven Ventures at Broadhaven Capital Partners and Founder, Alt Goes Mainstream
Why is today a "transformational moment" in wealth management, according to wealth management pioneer, Co-Founder and CEO of Envestnet, and Founding Partner of iAltABill Crager? Hear Bill discuss the evolution of wealth management and why the industry needs new - and horizontal - solutions as the intersection of private markets and private wealth transform wealth management. Bill Crager and I had a fascinating and thought-provoking conversation about the past, present, and future of wealth management and what he's building at iAltA with former Ipreo CEO and WestCap Partner Scott C. Ganeles, former Ipreo executive Bill Sherman, and former Blackstone CFO and Managing Partner at WestCap Laurence A. Tosi. We discussed: ➡️ The evolution of wealthtech. ➡️ What advisors are looking for when it comes to technology. ➡️ How technology can help advisors deliver a high-quality experience to clients. ➡️ Why private markets are now playing such a big role in the business of wealth management. ➡️ What is missing in private markets infrastructure. ➡️ The role of AI in financial planning. ➡️ Why Bill wanted to go back to building again. ➡️ What is in store for iAltA. Thanks Bill Crager for coming on Alt Goes Mainstream to share your wisdom and expertise on private wealth and private markets. Thanks Ultimus Fund Solutions for your support of Alt Goes Mainstream. https://lnkd.in/ehgC6XbN