WealthStack Roundup: IncomeConductor Adds Advanced Modeling Capabilities

Published on December 19, 2025

Compliance and archiving platform Archive Intel announces Microsoft integration and Cetera adds Vanilla as an estate planning choice.

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FINNY AI Raises $17M

December 19, 2025
The popular and fast growing AI-driven prospecting platform will expand its team and continue automation efforts with the funding.

The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts

December 19, 2025
Jason Pereira provides his take on AI, what products are little more than hype and provides hard truths to advisors regarding wealthtech in 2025.