Evolution of Wealth Management Technology with Mike Capelle
The Modcast | Episode 013
In this episode, Gordo welcomes Mike Capelle, Co-Founder and Co-CEO. They dive into the evolution of tech stacks and platforms, exploring how technology has transformed the financial advisory landscape since he started his career in wealth management.
- Tech evolution from 2004 to now.
- Importance of interconnectivity in tech.
- AI’s role in wealth management.
- Building proprietary tools vs. leveraging existing ones.
- Future tech trends in financial services.