14min chapter

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The Power of WEKA with Antonio Gracias and Liran Zvibel + Jam with JCal: Uptrends AI | E1986

This Week in Startups

CHAPTER

Enhancing Wealth Management with AI

This chapter presents UpTrends, an AI assistant for financial advisors aimed at improving client communication about market changes. It explores startup strategies for fundraising in lucrative markets, emphasizes team structure for success, and discusses critical financial metrics in the wealth management sector.

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