Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante

“Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help financial advisory firms to bring this cause in front of their clients so they can plan their financial […]

#ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood

“What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this data on user profiles and company profiles that cuts out the first ten conversations between any two parties because most of the questions they were going to ask are already […]