Press Release Archives - Praxis Solutions

Unlocking the Power of Internal Search

By Will Dwyer | January 27, 2025 |

By Rob Marsh Internal search—allowing employees to navigate company data as easily as a Google search—is now a scalable reality. The shift from traditional search engines to AI-driven answer engines marks a major leap in extracting internal knowledge, enabling companies to navigate their own data as efficiently as external searches. In the digital age, search…

Introducing KAIA: Praxis Solutions Unveils AI-Powered Financial Analysts for Wealth and Asset Managers

By ben | December 10, 2024 |

SAN DIEGO, Dec. 10, 2024 /PRNewswire/ — Praxis Solutions, an AI-driven, tech-enabled services firm, has launched KAIA (Kapital AI Analyst), a groundbreaking AI agent set to transform business analytics and investment decision-making for wealth and asset managers. Combining cutting-edge technology with industry expertise, KAIA enhances efficiency, accuracy, and scalability, setting a new benchmark for financial services analytics. “KAIA…

Leading Financial Industry Attorney David Freniere Joins Board of Directors at Praxis Solutions

By benblue1 | December 4, 2024 |

Industry Veteran to Bolster Praxis Solutions with Exceptional Legal and Compliance Expertise SAN DIEGO, Nov. 26, 2024 /PRNewswire/ — Praxis Solutions, a pioneering AI-driven, tech-enabled services company specializing in the Wealth and Asset Management industry, is pleased to announce that David Freniere has joined its Board of Directors. Freniere’s extensive background in financial services law and compliance, coupled with his…

Praxis Solutions Welcomes Andre Hatibi as Senior Vice President of Business Development

By benblue1 | December 4, 2024 |

Strengthening Distribution and Driving Tech Enablement for Anchor Advisory Services and Praxis Solutions SAN DIEGO, Nov. 21, 2024 /PRNewswire/ — Praxis Solutions, an AI-driven, tech-enabled services firm serving the Wealth and Asset Management industries, announces the appointment of Andre Hatibi as Senior Vice President of Business Development. With over 20 years of experience in investment distribution to Financial Advisors, RIAs,…

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…