Press Release

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…

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…

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…

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…

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…

We used to hunt for content. We would browse bookstore aisles, or flip through CD racks to find something that sparked our interest. That era is over. Now, content hunts us. Open any major application on your phone, and you are greeted by a stream of information tailored specifically to your tastes, habits, and even…