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Press Release

AlphatrAI Adds Prestigious Industry Veterans to Leadership Team and Expands Executive Advisory Council

Rob Marsh named Head of Asset Management Technology Services, Matt Higgins as Head of Compliance Consulting Technology Launny Steffens, Cathy Saunders and Larry Anders join Executive Advisory Council and have also become shareholders in the firm SAN DIEGO, Aug. 29, 2024 /PRNewswire/ — AlphaTrAI, a leading provider of tech-enabled services for the wealth and asset management industries, continues to attract top talent to its…
Press Release

AlphaTrAI Acquires Anchor Advisory Services to Enhance Tech-Enabled Sales Support for Wealth and Asset Management Firms

Move integrates AlphaTrAI’s sophisticated artificial intelligence technology with Anchor’s established expertise in the asset management sector.Firm Plans Major Expansion of Anchor Services, Geographic Footprint and Employee Pool SAN DIEGO, Aug. 22, 2024 /PRNewswire/ — AlphaTrAI, a leading provider of tech-enabled services for the wealth and asset management industries, today announced the acquisition of Plymouth, MA-based Anchor Advisory Services…