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013: Evolution of Wealth Management Technology with Mike Capelle
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
Connect with Us: Modcast.show
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By Jason Gordo and Gary Roth
4.8
55 ratings
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
Connect with Us: Modcast.show