Tag : Diversify

Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools
Artificial Intelligence Fintech News

Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools

PR Newswire
by PR Newswire0
New collaboration provides Diversify advisors access to cutting-edge automation that enhances client meetings, documentation, and follow-up. Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify......
Diversify Welcomes $450M Salt Lake City Team, Crosses $10 Billion in Total Assets
Finance Fintech News

Diversify Welcomes $450M Salt Lake City Team, Crosses $10 Billion in Total Assets

PR Newswire
by PR Newswire0
Diversify Advisor Network, the advisor-founded and advisor-led wealth management platform, announced the addition of Inventa Wealth Advisors (“Inventa”), a $450 million practice joining Diversify’s Independent Platform from Ameriprise. Headquartered in Salt Lake City, Utah, Inventa consists of industry veterans Travis Kell, Jason Collier, Steve Tate, Steve Williams, Chalise Westenskow, and Blair Perry. “We are honored to have the......
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