
Sign up to save your podcasts
Or


The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […]
The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
By Craig Iskowitz4
1313 ratings
The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […]
The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.

2,166 Listeners

937 Listeners

797 Listeners

2,015 Listeners

454 Listeners

2,113 Listeners

905 Listeners

244 Listeners

1,550 Listeners

106 Listeners

208 Listeners

314 Listeners

18 Listeners

4 Listeners

131 Listeners