More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Scott Weller is CTO and co-founder at EnFi, an AI-driven platform for assessing and monitoring credit risk. Previously, Scott served as the co-founder and CTO of SessionM, which was acquired by Mastercard in 2019.
March 3
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Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce Financial Analyst committed to helping clients through this difficult life transition.
March 3
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