Reshaping Wealth Management in Unexpected Ways
Artificial intelligence is already changing wealth management. But despite the breathless marketing, its real impact will be quieter, more constrained and, ultimately, more disruptive than many firms anticipate.
Time To Separate The Work Savers From The Work Creators In AI
It’s time for the marketplace to view “AI innovations through a different lens, one that separates the solutions that tell us what to do from the ones that do the work for us. More simply, we need to distinguish AI that does the work from the AI that makes the work.” Our CEO Justin Whitehead makes the case in Financial Advisor magazine for why the wealth management industry needs to look beyond efficiency tools and prioritize true work-saving technology.
Trifecta of Speed, Novelty & Quality Needed to Invest in AI Innovation
In Advisor Perspectives, our Chief Technology Officer, Chet Stuut, explains how the trifecta of speed, novelty, and quality are needed for financial institutions to invest in AI innovation.
Justin Whitehead on the Schwab Network | 2026 'Narrative Shift' in Wealth Management A.I. Adoption
Our Founder and CEO, Justin Whitehead, spoke with Diane King Hall of the Schwab Network about his 2026 predictions for AI and Wealth Management.
Justin Whitehead on Pushing the Boundaries of AI
Our Founder and CEO, Justin Whitehead, recently spoke with Authority Magazine on "Pushing the Boundaries of AI”.
Justin Whitehead named to Investment News 2025 Hot List
Congratulations to our CEO Justin Whitehead for being named on the InvestmentNews Hot List for 2025! 🔥 This list honors professionals who have demonstrated exceptional leadership, innovation, and impact in America's Wealth Management industry.
We’re excited to announce that Pebble is a finalist for the ThinkAdvisor Luminaries! ✨
We’re excited to announce that Pebble is a finalist for the ThinkAdvisor Luminaries in the Client Engagement - Industry Disruption category!
The Dangers of Being ‘Too Nice’ to Clients
Do clients really want a pitbull financial advisor? In his latest byline for ThinkAdvisor, Pebble CEO Justin Whitehead argues that the future advisors of wealth management may approach clients differently.
Pebble Finance Successfully Achieves SOC 2 Type II Compliance
We’re excited to announce that we’ve successfully completed our SOC 2 Type II audit, widely recognized as the gold standard for security and operational efficiency. Thank you to our Chief Technology Officer Chet Stuut for overseeing this important initiative. Read more about the audit and what it means in our press release.
How Financial Advisors Can Help Clients Understand What is Actually Happening in Their Portfolios
In this episode of the Modern Financial Advisor Podcast, Mike Langford welcomes Justin Whitehead, Co-Founder and CEO of Pebble Finance, to explore how AI is fundamentally transforming client communication in wealth management.
Pebble Announced as Finalist for Two Wealthies Awards
Pebble is a finalist for not one, but TWO #Wealthies awards! 🥳
What if your brokerage account could explain itself to you, like a human would?
What if your brokerage account could explain itself to you, like a human would?
More About Pebble: Learn Why Our Mission to Democratize Finance Drives Everything We Do
Justin Whitehead, CEO and Co-Founder of Pebble Finance, discusses portfolio intelligence technology for investors with Chris Latham.
Partnership Announcement: Pebble + Expero
Exciting news! We’re thrilled to partner with Expero as part of their Connected Finance platform — built for wealth management and online brokerage firms.
The Subscription Economy is Coming to the Financial Services Sector
Robinhood recently unveiled its premium subscription model, which includes access to Cortex, an AI engine. In his recent article for InvestmentNews, our CEO Justin Whitehead explains why retail brokerage firms should work with a partner who has both a deep technological background and encyclopedic knowledge of the financial services world.
Pebble Finance Included in Wealth Mosaic’s 2025 Artificial Intelligence Toolkit
Introducing the AI Toolkit 2025! 📣 We’re thrilled to be featured in a new report from The Wealth Mosaic, focused on AI trends and the AI-driven technologies wealth managers are increasingly adopting to enhance efficiency, deliver greater levels of personalization, and power decision-making.
Technology should be assisting each and every wealth manager to give extremely high-level service to their clients.
Our CEO Justin Whitehead recently spoke at The Wealth Mosaic's “AI Toolkit Roadshow, New York Edition” about a bad investment he made and how Pebble Finance's AI solutions help wealth management firms provide essential support in managing the increasing complexity of investment decision-making and explaining portfolio performance to clients.
Wealth Advisors: Solutions to help you understand client concerns before they call.
Wealth Advisors: Solutions to help you understand client concerns before they call.
Pebble Welcomes Scott Kortgard as Chief Revenue Officer
We are thrilled to welcome Scott Kortgard to Pebble Finance as our Chief Revenue Officer!
We Caught DeepSeek Cheating 😳
Our co-founder and CEO Justin Whitehead played around with DeepSeek's "reasoning ability" by giving it a number puzzle and…it cheated! 🤣 Read on for his findings.