The AI Execution Firm for Financial Services

Praxis helps firms grow assets and revenue by building, implementing, and managing AI.

Our practice →Talk to us →
  • Industry Expertise
    Deep financial services knowledge
  • AI and Data
    Advanced intelligence and technology
  • Proven Execution
    Built for real-world results

Better Outcomes.

  • Growth
    More assets, more revenue
  • Capital Formation
    Connect capital with opportunity
  • Distribution
    Stronger relationships, greater reach
  • Risk and Due Diligence
    Smarter, lower-risk decisions
  • Productivity
    Efficiency that scales

We take AI from diagnosis to live operation.

Think.

We diagnose where AI creates leverage and where it doesn't.

Make.

We design and build the systems that close those gaps.

Do.

We operate them in partnership with your firm.

Inside our process →

Clients We Serve

Asset Management Firms

AI strategy, custom builds, and outsourced distribution at industrial scale through Praxis Distribution Partners.

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Wealth Management Firms

Broker-dealers, RIAs, and independent firms. AI strategy, custom builds, and the team to put them in production. WealthHawk for your advisors.

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Banks

Bank wealth divisions and trust companies. AI strategy and custom builds inside heavily regulated environments.

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Wholesalers & Distribution Teams

Operational support, lead generation, and managed outreach through Praxis Distribution Partners.

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Financial Advisors

Money-in-motion prospecting that fits how you actually work. WealthHawk launches soon.

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—Our Flagship Products

Built, deployed, and running today.

The AI Foundation

A defined 30-day engagement that maps where AI fits your firm and what to do first. The fixed-scope starting point for every Praxis relationship.

See the program →

Praxis Distribution Partners

Outsourced wholesaling for asset managers. 1.3M+ calls.

Visit PDP →

WealthHawk

Money-in-motion prospecting for financial advisors.

Grow your book

The team behind Praxis

Senior operators from across wealth and asset management. Decades of combined experience running distribution, leading firms, and deploying technology inside regulated environments.

Bill Dwyer, Executive Chairman
Bill Dwyer
— Executive Chairman
Bill Dwyer
Formerly LPL Financial
John Sweeney, Chief Executive Officer
John Sweeney
— Chief Executive Officer
John Sweeney
Formerly Fidelity
Sami Tarazi, Chief Technology Officer
Sami Tarazi
— Chief Technology Officer
Sami Tarazi
Formerly RBC
Charlie Shaffer, Chief Revenue Officer
Charlie Shaffer
— Chief Revenue Officer
Charlie Shaffer
Formerly Russell, Voya
Abbas Hasan, Head of Product Development
Abbas Hasan
— Head of Product Development
Abbas Hasan
Formerly LPL Financial
Mark Helliker, Chief Operating Officer
Mark Helliker
— Chief Operating Officer
Mark Helliker
Formerly LPL, Schwab
Meet the team →