Motif Investing and U.S. Bank’s Ascent Private Capital Management are teaming up to put new digital tools in the hands of Ascent's advisors – making it the latest example of the intermingling of Silicon Valley and the wealth management industry.
“We’re ahead of the curve with this partnership,” says Hardeep Walia, founder and CEO of Motif, adding that he sees more partnerships in the industry with technology-starved investment managers and Silicon Valley down the road.
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