Posts by Will Dwyer
Praxis Solutions Launches WealthHawk
Praxis Solutions and ATTOM Partner on AI-Driven Growth Initiative in Property Data
Praxis Solutions (“Praxis”) and ATTOM today announced the completion of a strategic initiative led by Praxis focused on identifying and prioritizing AI-driven growth opportunities that expand and enhance ATTOM’s property data offerings as the company evolves its solutions to deliver greater value for AI-enabled use cases. Through this partnership, Praxis worked closely with ATTOM’s leadership team to evaluate and prioritize opportunities, helping…
Read MorePraxis Solutions Launches Praxis Distribution Partners, a Modern, Technology-Enabled Distribution Platform for Asset Managers
BOSTON, MA — Dec. 9th, 2025 — Praxis Solutions today announced the rebrand of Anchor Advisory Services to Praxis Distribution Partners (PDP), introducing a modern, technology-enabled distribution platform built to help asset managers more effectively reach and engage financial advisors. Anchor Advisory, founded and led for nearly a decade by Steve Rokoszewski, earned its reputation as one of…
Read MorePraxis Solutions Acquires WEALTHAWK, An Award-Winning Lead Generation Platform for Advisors
NEWPORT BEACH, Calif., Sept. 25, 2025 — Praxis Solutions is excited to announce its most recent expansion with the acquisition of WEALTHAWK, an AI technology platform that identifies “money-in-motion” events, identifying clients at the moments they most need professional financial guidance. WEALTHAWK has already earned industry recognition, including Financial Planning’s Innovation Award in Lead Gen Tech, and was spotlighted by influential…
Read MorePraxis Solutions Expands Leadership Team, Appoints Charlie Shaffer as Chief Revenue Officer to Lead Distribution Growth and AI-Powered Transformation
NEWPORT BEACH, Calif., Sept. 17, 2025 /PRNewswire/ — Praxis Solutions, a leading AI Tech Enabled Consulting firm transforming the wealth and asset management industries, today announced the appointment of Charlie Shaffer as Managing Director, Chief Revenue Officer. A veteran distribution executive with more than three decades of experience, Mr. Shaffer brings deep expertise in sales leadership, capital markets, and building…
Read MoreWhat Off-the-Shelf AI Can – and Can’t – Do for Business
Generative AI tools like ChatGPT and Copilot are everywhere—and for good reason. They’re fast, accessible, and increasingly impressive. Individuals and small teams use them tosummarize dense content, extract insights, or make sense of complex documents with just afew prompts. But there’s a difference between helpful and enterprise-ready. In environments where accuracy, security, scalability, and integration…
Read MoreAI Strategy Playbook – At a Glance
In today’s fast-paced world, the right AI strategy can revolutionize your business. At PraxisSolutions, we empower organizations to seamlessly integrate AI into their operations,driving growth, efficiency, and innovation. Our AI Strategy Playbook provides a tailored roadmap for successful AI implementation,helping you achieve measurable results while navigating challenges and seizingopportunities. Download the PDF here.
Read MorePraxis Solutions Appoints John F. Sweeney as Chief Executive Officer
BOSTON and NEWPORT BEACH, Calif., June 26, 2025 /PRNewswire/ — Praxis Solutions, a fast-growing AI-powered, tech-enabled services firm serving the wealth and asset management industries, announced John Sweeney as Chief Executive Officer. He succeeds Praxis founder Bill Dwyer, now serving as Executive Chair and CEO of Praxis’ Anchor Advisory business unit. Sweeney has served as President of Praxis since 2024, will oversee…
Read MoreStratCap President Jim Condon Joins Praxis Solutions Advisory Committee
NEWPORT BEACH, Calif., June 17, 2025 /PRNewswire/ — Praxis Solutions, a technology-enabled consulting firm transforming the Wealth and Asset Management industries through AI, today announced that Jim Condon has joined its Advisory Committee. Mr. Condon brings nearly two decades of leadership in private equity, capital markets, and digital infrastructure, with a proven ability to scale…
Read MoreVeteran Portfolio Manager and business builder Curt Brockelman Joins Praxis Board of Directors and Investor Group
NEWPORT BEACH, Calif., June 5, 2025 /PRNewswire/ — Praxis Solutions, a technology-enabled AI consulting firm transforming the Wealth and Asset Management industries, announced that Curt Brockelman has joined its Board of Directors and investor group. With more than 25 years of experience in institutional investment management, portfolio construction, and alternative strategies, Mr. Brockelman brings a unique combination of analytical…
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