WealthHawk Joins FSI's CoveredAdvisor Affinity Benefits Program, Bringing Money-in-Motion Intelligence to Independent Advisors
FSI members receive exclusive access to WealthHawk's event-driven prospecting platform at a discounted rate, putting verified wealth-transition intelligence in the hands of more than 30,000 independent advisors.
Read the releaseMarch 5, 2026Praxis Solutions Launches WealthHawk to Help Advisors Drive Organic Growth
WealthHawk is a money-in-motion intelligence platform that helps advisors identify which households are experiencing a moment where financial advice matters, and delivers those signals to advisors positioned to help.
Read the releaseFebruary 2, 2026Praxis Solutions and ATTOM Partner on AI-Driven Growth Initiative in Property Data
Praxis and ATTOM completed a strategic initiative focused on identifying and prioritizing AI-driven growth opportunities that expand and enhance ATTOM's property data offerings for AI-enabled use cases.
Read the releaseDecember 10, 2025Praxis Solutions Launches Praxis Distribution Partners, a Modern, Technology-Enabled Distribution Platform for Asset Managers
Praxis Solutions announced the rebrand of Anchor Advisory Services to Praxis Distribution Partners (PDP), a modern, technology-enabled distribution platform built to help asset managers more effectively reach and engage financial advisors.
Read the releaseSeptember 25, 2025Praxis Solutions Acquires WealthHawk, An Award-Winning Lead Generation Platform for Advisors
Praxis Solutions announced the acquisition of WealthHawk, an AI technology platform that identifies money-in-motion events, finding clients at the moments they most need professional financial guidance.
Read the releaseSeptember 17, 2025Praxis Solutions Expands Leadership Team, Appoints Charlie Shaffer as Chief Revenue Officer to Lead Distribution Growth and AI-Powered Transformation
Veteran distribution executive Charlie Shaffer joins Praxis Solutions as Managing Director, Chief Revenue Officer, bringing more than three decades of experience in sales leadership, capital markets, and building global distribution platforms.
Read the releaseJune 26, 2025Praxis Solutions Appoints John F. Sweeney as Chief Executive Officer
John Sweeney becomes Chief Executive Officer of Praxis Solutions, succeeding founder Bill Dwyer, who serves as Executive Chair. Sweeney's expertise in technology and decades of experience in wealth and asset management position him to lead Praxis through its next phase.
Read the releaseJune 17, 2025StratCap President Jim Condon Joins Praxis Solutions Advisory Committee
Jim Condon brings nearly two decades of leadership in private equity, capital markets, and digital infrastructure to the Praxis Advisory Committee.
Read the releaseJune 5, 2025Veteran Portfolio Manager and Business Builder Curt Brockelman Joins Praxis Board of Directors and Investor Group
With more than 25 years of experience in institutional investment management, portfolio construction, and alternative strategies, Curt Brockelman joins the Praxis Board of Directors and investor group.
Read the releaseMay 15, 2025Industry Leader in Alternatives, Pat Miller, Joins Praxis Solutions Advisory Council
Patrick Miller, a seasoned executive with more than two decades of experience in alternative investments and capital markets, joins the Praxis Advisory Council.
Read the releaseDecember 10, 2024Introducing KAIA: Praxis Solutions Unveils AI-Powered Financial Analysts for Wealth and Asset Managers
Praxis Solutions launches KAIA (Kapital AI Analyst), an AI agent set to transform business analytics and investment decision-making for wealth and asset managers.
Read the releaseNovember 26, 2024Leading Financial Industry Attorney David Freniere Joins Board of Directors at Praxis Solutions
Industry veteran David Freniere joins the Praxis Solutions Board of Directors, bringing more than three decades of legal and compliance expertise in the financial services sector.
Read the releaseMedia inquiries
Will Dwyer, Chief Marketing Officer · will@praxissolutions.com · 978 273 5563