In this podcast, Kyle Wiggs, the founder and CEO of UX Wealth Partners, a platform known for its utilization of Artificial Intelligence and Machine Learning in investment technologies, joins Brad Roth of THOR Financial Technologies. This episode provides insights into the services and technologies offered by UX Wealth Partners to Registered Investment Advisors (RIAs).
The episode explores how UX Wealth Partners employs its technology to offer solutions that go beyond traditional asset management platforms, providing tools and resources aimed at improving operational efficiency, client engagement, and business growth for financial advisors.
About Behind The Ticker
The Behind The Ticker Podcast interviews entrepreneurs and experts in the wealth management industry, specifically around ETFs, on a weekly basis. Together, they go Behind the Ticker and delve into what drives these professionals on a daily basis. Discover how they achieved their success, learn about opportunities for disruption in the industry, and explore the challenges and obstacles they've faced along the way. Get ready for insightful conversations that uncover the stories behind the successes in wealth management.
UX Wealth Partners LLC (“UX Wealth”) is an investment adviser registered with the Securities and Exchange Commission (SEC). The information found this website is for general information purpose only and should not be considered a solicitation to engage in any particular securities transaction or an offering of personalized investment advice over the internet. Any subsequent, direct communication by UX Wealth to a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. No warranty or representation, whether express or implied, is being made regarding the completeness, reliability or accuracy of the information or data is provided herein