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Article: AdvizorStack: An Outsourced CTO for Small- to Midsized RIAs | Digital Wealth News
March 11, 2024

Innovative Wealthtech Positioned to Breathe New Life into Small- and Mid-sized RIA Segment


By DWN Staff - March 11, 2024


Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along with his son, Nico – a 10-year industry veteran himself, who serves as the firm’s President – launched AdvizorStack, a fintech technology platform offering Registered Investment Advisors (RIAs) turnkey access to a curated assortment of third-party solutions providers.


What’s revolutionary about that? The answer lies in AdvizorStack’s client base: the under $250 million RIA segment – breakaway advisors, large OSJs and established RIAs all looking for cost-effective, integrated tech and back-office support.


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By Nico DeMaio January 21, 2025
By Nico DeMaio - January 21, 2024 As we step into 2025, the financial services industry stands on the brink of a transformative era driven by generative AI. At AdvizorStack, we’ve consistently highlighted the growing impact of AI in our recent discussions, and we firmly believe that this year will be defined by its rapid adoption. Contrary to common fears, generative AI is not here to replace financial advisors—it’s here to empower them. The true differentiator will be between those who embrace AI-driven tools and those who resist change. From automating routine tasks to enhancing research capabilities and providing deeper insights into financial planning analysis, today’s advisors are gaining access to resources that were once unimaginable. The future belongs to those who leverage these advancements to elevate their client service, streamline operations, and stay ahead in an increasingly competitive landscape. Read More
By Nico DeMaio December 9, 2024
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