* . *
  • About
  • Advertise
  • Privacy & Policy
  • Contact
Wednesday, October 22, 2025
Earth-News
  • Home
  • Business
  • Entertainment
    AMC brings first new Dolby Experience to Gwinnett since 2017 – Wyoming News Now

    AMC Launches First New Dolby Experience in Gwinnett Since 2017

    Hetzel Design: blending architecture and entertainment – Blooloop

    Hetzel Design: Where Architecture and Entertainment Unite in Perfect Harmony

    Country music legend rushed to hospital year after heart surgery. Here’s what we know – PennLive.com

    Country Music Legend Rushed to Hospital One Year After Heart Surgery – What’s Happening Now?

    Strictly Come Dancing results: Chris Robshaw is eliminated while drag queen La Voix escapes dance-off – Yahoo

    Strictly Come Dancing results: Chris Robshaw is eliminated while drag queen La Voix escapes dance-off – Yahoo

    Placer County town of Loomis considers entertainment zone for downtown – CBS News

    Loomis Unveils Thrilling New Entertainment Zone to Revitalize Downtown

    CT Culture Corner: Robert Redford films to watch – CT Insider

    CT Culture Corner: Robert Redford films to watch – CT Insider

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    Office Technology: Dealers’ Managed IT Revenue up Nearly 30% – The Cannata Report –

    Office Technology: Dealers’ Managed IT Revenue up Nearly 30% – The Cannata Report –

    3 E Network Technology Group Limited Closes $1.5 Million Convertible Promissory Note Offering – Quiver Quantitative

    3 E Network Technology Group Limited Closes $1.5 Million Convertible Promissory Note Offering – Quiver Quantitative

    3 Technology Stocks to Buy Now – Yahoo Finance

    3 Must-Buy Tech Stocks You Can’t Afford to Miss Right Now

    ‘New frontier’: Austin leaders start discussions on air taxi technology – KXAN Austin

    Austin Leaders Ignite Exciting Conversations on the Future of Air Taxi Technology

    How a Gemma model helped discover a new potential cancer therapy pathway – blog.google

    How a Gemma Model Revealed a Breakthrough Pathway for Cancer Treatment

    Italian Technology in Manufacturing: Supporting North American Industries and Keeping Production Local – Thomasnet

    How Italian Technology is Revolutionizing North American Manufacturing and Boosting Local Production

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
  • Home
  • Business
  • Entertainment
    AMC brings first new Dolby Experience to Gwinnett since 2017 – Wyoming News Now

    AMC Launches First New Dolby Experience in Gwinnett Since 2017

    Hetzel Design: blending architecture and entertainment – Blooloop

    Hetzel Design: Where Architecture and Entertainment Unite in Perfect Harmony

    Country music legend rushed to hospital year after heart surgery. Here’s what we know – PennLive.com

    Country Music Legend Rushed to Hospital One Year After Heart Surgery – What’s Happening Now?

    Strictly Come Dancing results: Chris Robshaw is eliminated while drag queen La Voix escapes dance-off – Yahoo

    Strictly Come Dancing results: Chris Robshaw is eliminated while drag queen La Voix escapes dance-off – Yahoo

    Placer County town of Loomis considers entertainment zone for downtown – CBS News

    Loomis Unveils Thrilling New Entertainment Zone to Revitalize Downtown

    CT Culture Corner: Robert Redford films to watch – CT Insider

    CT Culture Corner: Robert Redford films to watch – CT Insider

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    Office Technology: Dealers’ Managed IT Revenue up Nearly 30% – The Cannata Report –

    Office Technology: Dealers’ Managed IT Revenue up Nearly 30% – The Cannata Report –

    3 E Network Technology Group Limited Closes $1.5 Million Convertible Promissory Note Offering – Quiver Quantitative

    3 E Network Technology Group Limited Closes $1.5 Million Convertible Promissory Note Offering – Quiver Quantitative

    3 Technology Stocks to Buy Now – Yahoo Finance

    3 Must-Buy Tech Stocks You Can’t Afford to Miss Right Now

    ‘New frontier’: Austin leaders start discussions on air taxi technology – KXAN Austin

    Austin Leaders Ignite Exciting Conversations on the Future of Air Taxi Technology

    How a Gemma model helped discover a new potential cancer therapy pathway – blog.google

    How a Gemma Model Revealed a Breakthrough Pathway for Cancer Treatment

    Italian Technology in Manufacturing: Supporting North American Industries and Keeping Production Local – Thomasnet

    How Italian Technology is Revolutionizing North American Manufacturing and Boosting Local Production

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
Earth-News
No Result
View All Result
Home Entertainment

Introducing Powder — The Generative AI Co-Pilot for Wealth Advisors That Streamlines Manual Sales Process To Deliver Immediate Value For Prospective Clients

November 14, 2023
in Entertainment
Introducing Powder — The Generative AI Co-Pilot for Wealth Advisors That Streamlines Manual Sales Process To Deliver Immediate Value For Prospective Clients
Share on FacebookShare on Twitter

Founded by the same team that previously built fintech luminary RCI Navigator (acquired by Addepar)

Los Altos, Calif. – WEBWIRE – Tuesday, November 14, 2023

Powder, the AI co-pilot that helps wealth advisors develop a clear implementation plan to win clients faster, today announced its public launch and pre-seed funding led by Elefund, with additional participation from Laks Srini (former co-founder and CTO of Zenefits), Bryant Chou (co-founder of Webflow), Jon Xu (former co-founder and CTO of FutureAdvisor, acquired by Blackrock), David Meister (Head of Enterprise Sales at Addepar), and others.

The entry point to the $100+ trillion asset industry is broken thanks to an industry that largely still relies on long pitch decks, emailed statements, and manual portfolio data entry and analysis to win over clients. This results in a long, confusing sales process that has little transparency and leaves prospective clients unclear on the value the advisor is able to provide.

Powder democratizes access to wealth by simply and effectively demonstrating an advisor’s value by removing archaic processes that reduce the sales process from months to weeks. Powder serves as a sales co-pilot for wealth advisors that efficiently gathers portfolio data, builds portfolios, creates tax and estate models and facilitates the laborious onboarding paperwork when the advisor wins the client’s business.

Additionally, Powder:

Automatically aggregates and classifies prospect portfolios to assess investment allocations, risk, expense ratios, estate considerations, tax implications, and private investment opportunities.Runs comparisons against proposed portfolio and estate options allocations to visualize benefits.Builds step-by-step recommendations and runs market stress tests, scenario analysis, backtests, and cash forecasts.Monitors prospect usage through business intelligence tools and converts prospects into clients through API integrations with leading portfolio management platforms.

Want to give Powder a try? Visit powderfi.com to get access.

“Wealth advisors deal with high customer acquisition costs and manual labor, which is pretty amazing given how much money they are managing. There simply has to be a better way,” said Kanishk Parashar, co-founder and CEO of Powder. “The size of the industry and sensitivity of customer data privacy can help explain why so many advisors have been slow to modernize their sales process, but with the advent of generative AI and the shift toward long-term investing that is becoming a priority for consumers, the time is right for a solution that removes friction and gives clients what they want — simple, actionable insights.”

“Powder and Robinhood are solving the same problem. They are creating access to wealth,” said Nate Rodland, general partner at Elefund, and co-founder of Robinhood.

Powder was founded by Parashar, Soo-Yung Cho (CTO), Dominic Tully (Head of Sales and Operations), Jeff Magder (Principal Engineer), and David Goerz (Chief Investment Officer). Parashar and Cho previously founded RCI Navigator, a portfolio projection tool that allows advisor firms to simulate different economic scenarios and forecast cash flows across an entire portfolio. It was acquired in 2021 by wealth management technology company Addepar.

“We are very excited to partner with Powder. They have a terrific team and are building a powerful product to help advisors grow,” said Michael Pompian, CEO of Sunpointe Investments.

About Powder
Powder is the AI-powered co-pilot that helps wealth advisors aggregate financial data, builds portfolio and tax models in order to eliminate manual processes and win clients faster. The technology eliminates the high cost of customer acquisition and futureproofs wealth advisory firms with a digital toolset to drive efficiency for all parties. For more information visit, powderfi.com.

WebWireID313899

Contact Information
James Christopherson
PR Manager
Powder

Contact via E-mail

This news content may be integrated into any legitimate news gathering and publishing effort. Linking is permitted.

News Release Distribution and Press Release Distribution Services Provided by WebWire.

>>> Read full article>>>
Copyright for syndicated content belongs to the linked Source : WebWire – https://www.webwire.com/ViewPressRel.asp?aId=313899

Tags: entertainmentIntroducingpowder
Previous Post

T. Shard� Curry’s Inspirational Book “My Stones” Will Be Exhibited at the 2023 Guadalajara International Book Fair

Next Post

LegCo Panel on Home Affairs, Culture and Sports visits Hong Kong Sports Institute (with photos)

Jacobson earns program’s first medal at U23 World Championships – nmuwildcats.com

Jacobson Breaks New Ground with Program’s First Medal at U23 World Championships

October 22, 2025
AHLA: Hotels generate $7B for Denver economy – Hotel Management

Hotels Drive Denver’s Economy to Soar by $7 Billion

October 22, 2025
AMC brings first new Dolby Experience to Gwinnett since 2017 – Wyoming News Now

AMC Launches First New Dolby Experience in Gwinnett Since 2017

October 22, 2025
UCare, other carriers dropping Medicare Advantage Plans, leaving 200K Minnesota seniors without health insurance – CBS News

UCare, other carriers dropping Medicare Advantage Plans, leaving 200K Minnesota seniors without health insurance – CBS News

October 22, 2025
With Israel-Hamas Cease-Fire, Some Pro-Palestinian Protesters Look Back at Their Movement, Ruefully – The New York Times

With Israel-Hamas Cease-Fire, Some Pro-Palestinian Protesters Look Back at Their Movement, Ruefully – The New York Times

October 21, 2025
Fusobacterium nucleatum : ecology, pathogenesis and clinical implications – Nature

Unveiling Fusobacterium nucleatum: Exploring Its Ecology, Disease Connections, and Health Impact

October 21, 2025
Escherichia coli with a 57-codon genetic code – Science | AAAS

Escherichia coli Engineered with a Revolutionary 57-Codon Genetic Code

October 21, 2025
LOCALIZE IT: Over 420 anti-science bills target public health protections in statehouses across US – newspressnow.com

More Than 420 Anti-Science Bills Jeopardize Public Health Across the Nation

October 21, 2025
Halloween not your thing? Here’s when Christmas at the Newport mansions will start. – The Providence Journal

Not a Halloween Fan? Find Out When Christmas Magic Begins at the Newport Mansions!

October 21, 2025
Office Technology: Dealers’ Managed IT Revenue up Nearly 30% – The Cannata Report –

Office Technology: Dealers’ Managed IT Revenue up Nearly 30% – The Cannata Report –

October 21, 2025

Categories

Archives

October 2025
M T W T F S S
 12345
6789101112
13141516171819
20212223242526
2728293031  
« Sep    
Earth-News.info

The Earth News is an independent English-language daily published Website from all around the World News

Browse by Category

  • Business (20,132)
  • Ecology (879)
  • Economy (901)
  • Entertainment (21,772)
  • General (17,729)
  • Health (9,942)
  • Lifestyle (913)
  • News (22,149)
  • People (901)
  • Politics (911)
  • Science (16,111)
  • Sports (21,400)
  • Technology (15,880)
  • World (884)

Recent News

Jacobson earns program’s first medal at U23 World Championships – nmuwildcats.com

Jacobson Breaks New Ground with Program’s First Medal at U23 World Championships

October 22, 2025
AHLA: Hotels generate $7B for Denver economy – Hotel Management

Hotels Drive Denver’s Economy to Soar by $7 Billion

October 22, 2025
  • About
  • Advertise
  • Privacy & Policy
  • Contact

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

Go to mobile version