Press Release
Praxis 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 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…
Read MoreIndustry Leader in Alternatives, Pat Miller, Joins Praxis Solutions Advisory Council
NEWPORT BEACH, Calif., May 11, 2025 /PRNewswire/ — Praxis Solutions, an AI consulting firm transforming the wealth and asset management industries, announced that Patrick Miller has joined its Advisory Council. A seasoned executive with more than two decades of experience in alternative investments and capital markets, Mr. Miller brings a strong track record of building and scaling distribution businesses.…
Read MoreUnlocking the Power of Internal Search
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…
Read MoreIntroducing KAIA: Praxis Solutions Unveils AI-Powered Financial Analysts for Wealth and Asset Managers
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…
Read MoreLeading Financial Industry Attorney David Freniere Joins Board of Directors at Praxis Solutions
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…
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