Bridget Venus Grimes, founder of WealthChoice and co-founder of Equita Financial Network, explains how her $90 million AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners navigate financial challenges.
Also, Sanctuary Wealth appoints Robert Coppola as chief technology officer, DriveWealth hires new executives and Commonwealth Financial Network partners with iCapital.
Modeled after a hit YouTube show, two industry experts consumed over a gallon of milk and nearly two dozen progressively hotter wings while discussing topics including AI and the effect of private equity and venture capital on wealth management.