Why Pebble Finance Could Change How Advisors Explain Portfolios
At Future Proof Citywide in Miami, Justin Whitehead framed Pebble around a simple idea: investing tools should make markets easier to understand, not harder to navigate.
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For Now, AI Is Making Financial Advisors More Productive. What Comes Next Could Be More Disruptive
Thousands of financial advisors at the Future Proof conference in Miami last week got a glimpse of how AI is changing their industry. Here’s what they saw.
With AI, Finance Needs to Focus on Writing Code, Not Press Releases
The wealth industry is drowning in AI announcements. The firms that will actually win aren't the loudest ones — they're the ones shipping products that solve real problems for real clients.
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
New wealthtech companies built around AI seem to pop up every day, with promises to make advisors and investment managers work more efficiently.
Trifecta of Speed, Novelty, and Quality Needed to Invest in AI Innovation
Earlier this year, Virgin Money’s chatbot became internet famous for a brief moment after a customer asked how he could merge his two Virgin Money ISA accounts, and the chatbot responded: “Please don’t use words like that. I won’t be able t
Justin Whitehead of Pebble Finance on Pushing the Boundaries of AI
In this Authority Magazine interview, Pebble CEO Justin Whitehead shares how a DIY upbringing shaped his career, what AI really means to him, and how Pebble is using it to make investing approachable for everyone — not just decamillionaires.
The Dangers of Being ‘Too Nice’ to Clients
In his latest byline for ThinkAdvisor, Pebble CEO Justin Whitehead argues that the future of wealth management belongs to advisors who aren’t just people-pleasers or order takers, but true counselors willing to push back, provide wisdom, an
More About Pebble: Learn Why Our Mission to Democratize Finance Drives Everything We Do
At Pebble, we believe understanding your investments shouldn’t require a degree in finance. That’s why our platform simplifies complex portfolio data for retail investors (along with asset managers and wealth managers) through a clear and i
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—which are racing to create the
Pebble Finance Included in Wealth Mosaic’s 2025 Artificial Intelligence Toolkit
For wealth management professionals, staying on top of the vast and ever-changing landscape of financial news, market trends and economic developments is a daunting task.
Technology Should Be Assisting Each and Every Wealth Manager to Give Extremely High-Level Service to Their Clients
Our CEOJustin Whiteheadrecently spoke atThe 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
Wealth Advisors: Solutions to Help You Understand Client Concerns Before They Call
My 401k is taking a beating this week and I bet yours is too.... why? (Hint: it's not just tariffs)
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:
AI Is Eating Wall Street's Lunch (or Is It?)
TLDR; Yes, analyst jobs are dwindling... but AI has not taken their jobs. These jobs are gone because regulations have gotten stiffer and large banks have more internal red tape than ever before.
What If Your Brokerage Account Could Explain Itself to You, Like a Human Would?
Our CEO Justin Whitehead sat down with Fred Fishkin on his Techstination podcast to discuss how Pebble transforms static investment dashboards into dynamic, portfolio-specific insights for retail investors, financial advisors, and instituti
How Financial Advisors Can Help Clients Understand What Is Actually Happening in Their Portfolios
In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Justin Whitehead to explore how Pebble is helping financial advisors deliver high-quality, human conversations at scale—without drowning in complianc
Justin Whitehead on the Schwab Network | 2026 'Narrative Shift' in Wealth Management AI Adoption
Wealth management's A.I. adoption is something Justin Whitehead sees growing that includes a "narrative shift" coming in 2026. He talks about 2025 as the year of "internal function" for firms while the coming year will turn to expansion. Ju
How AI Will Change Wealth Management in 2026 and Beyond
Our very own Justin Whitehead sat down with down with InvestmentNews anchor Gregg Greenberg to explain how AI will change the wealth management industry in 2026 and beyond.
Justin Whitehead: Companies Without AI Adoption Will Be Gone in 5 Years
Justin sat down with Sam Vadas of the Schwab Network to talk about the software sell-off, AI expectations in the short term, and the fate of financial firms who won’t adopt it. While he says AI won't replace the vast majority of jobs, Justi
Partnership Announcement: MT Newswires
MT Newswires’ trusted and comprehensive global real-time coverage, paired with Pebble’s cutting-edge AI technology, is transforming the news experience for leading platforms and applications across financial services.
Pebble Welcomes Scott Kortgard as Chief Revenue Officer
We are thrilled to welcome Scott Kortgard to Pebble Finance as our Chief Revenue Officer!
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.
Pebble Announced as Finalist for Two Wealthies Awards
We’re excited to announce that Pebble is a finalist for two #Wealthies Awards from WealthManagement.com for Technology Providers:
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.
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!
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 indus
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