Press Release

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…

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…

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,…

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…

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…

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…

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