Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar

The post Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Bob Pisani, CTO of Addepar — a data and AI platform trusted by financial professionals across 60 countries managing nearly $9 trillion in assets. Bob brings deep technical leadership to one of the most scaled platforms in the wealth management space, overseeing a Series G raise of $230M at […] The post Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar appeared first on and was written by Elana Iskowitz.