Mel Angert, Author at Praxis Solutions

AlphaTrAI Rebrands as Praxis Solutions to Deliver Integrated Technology Solutions to Marketplace

By Mel Angert | October 15, 2024 |

Bill Dwyer-led enterprise completes realignment initiative positioning firm to fill tech solutions void in wealth and asset management industries SAN DIEGO, Oct. 15, 2024 /PRNewswire/ — AlphaTrAI, a leading provider of tech-enabled services for the wealth and asset management industries, today announced the completion of a rebranding effort and the implementation of a strategic shift in its value…

Praxis Solutions, Inc, formerly AlphaTrAI, Adds Prestigious Industry Veterans to Leadership Team and Expands Executive Advisory Council

By Mel Angert | October 1, 2024 |

Rob Marsh named Head of Asset Management Technology Services, Matt Higgins as Head of Compliance Consulting Technology Launny Steffens, Cathy Saunders and Larry Anders join Executive Advisory Council and have also become shareholders in the firm SAN DIEGO, Aug. 29, 2024 /PRNewswire/ — Praxis Solutions, a leading provider of tech-enabled services for the wealth and asset management industries, continues to attract top talent to…

Praxis Solutions, Inc, formerly AlphaTrAI, Acquires Anchor Advisory Services to Enhance Tech-Enabled Sales Support for Wealth and Asset Management Firms

By Mel Angert | August 28, 2024 |

Move integrates Praxis Solutions’ sophisticated artificial intelligence technology with Anchor’s established expertise in the asset management sector.Firm Plans Major Expansion of Anchor Services, Geographic Footprint and Employee Pool SAN DIEGO, Aug. 22, 2024 /PRNewswire/ — Praxis Solutions Inc., a leading provider of tech-enabled services for the wealth and asset management industries, today announced the acquisition of Plymouth, MA-based…