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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
April 24, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

Hired in March, Triad Wealth Partners' chief technology officer Quin Kilgore has an ambitious goal: Take the firm's AUM from $460 million to $1 billion before 2026. For the latest "Show Me Your Stack," he told me the firm plans to accomplish this, in part, by building an AI-powered engine on top of its coaching and training content.

Have you built a tech stack from scratch? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
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Growing a tech stack to reach $1B in AUM: Show Me Your Stack
 
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A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.
 
 
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