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 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.