Bill Crager

Bill Crager, a wealth management entrepreneur and co-founder of Envestnet, shares insights on the tech transformation in wealth management. He highlights the evolving role of private markets and how technology can enhance advisor-client experiences. Crager discusses challenges in private market infrastructure and the importance of data aggregation. He emphasizes AI's potential in financial planning while advocating for the enduring need for human advisors. His current venture, iAltA, aims to bridge the gap between private markets and wealth platforms, promising a more integrated future.