When Big Money Changes Hands, Advisors Win
FounderBeacon.com

When Big Money Changes Hands, Advisors Win

AI turns wealth shifts into pipelines for new clients

Fintech

Financial advisors waste over 58 hours to land a single client, despite stewarding a $100 trillion global market. As generational wealth moves and economies surge in regions like India, China, and Brazil, there’s a glaring gap: no truly smart way to match advisors and prospects at scale. This is the opportunity today’s most adaptive startups are seizing—and it’s still early.

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