In this episode, Gordo welcomes Mike Capelle, Co-Founder and Co-CEO. They dive into the evolution of tech stacks and platforms, exploring how technology has transformed the financial advisory landscape since he started his career in wealth management.

• Tech evolution from 2004 to now.
• Importance of interconnectivity in tech.
• AI's role in wealth management.
• Building proprietary tools vs. leveraging existing ones.

Future tech trends in financial services. Subscribe to our Other Channels!

• https://www.youtube.com/@MeetModernWealth
• https://www.youtube.com/@AmericasWealthManagementShow

Episode 001: https://youtu.be/yJuil2Iu2FU

Episode 010: https://youtu.be/qWw9hQZS_IQ

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