View in browser
 
 
 
Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
March 20, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

The stated theme for this year's T3 Conference was organic growth.

One firm that has taken this idea to heart is the $6.1 billion AUM Modern Wealth Management in Monterey, California. In the latest edition of "Show Me Your Stack," I spoke with Mike Capelle, co-founder and CEO, about how they have optimized their tech stack for organic growth.

Has your firm taken similar steps? Let me know — [email protected].

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
Connect with Rob:
 
linkedin
 
 
 
TOP STORIES
 
Show me your Stack
 
Using wealthtech for organic growth: Show Me Your Stack
 
growth
 
Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the $6.1 billion AUM firm.
 
 
Read the latest in Wealthtech
 
 
 
 
 
Financial Planning
 
You're receiving this email because you signed up for Editorial emails from Financial Planning.
 
To update the emails you want to receive, or to unsubscribe from our mailing list, please visit our Email Preference Center.
 
Arizent
 
Arizent
360 Madison Avenue, 8th Floor
New York, NY 10017
 
About | Subscriptions | Contact | Privacy Policy
 
Have questions or concerns? Contact Support
 
Follow us in real time:linkedinxfacebook