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.
AI Is Eating Wall Street’s Lunch (or is it?)
You get the wrong take if you just read the headline. Check out this quick read on our thoughts.
Partnership Announcement: MT Newswires
MT Newswires, a leading provider of real-time global financial news, announced today a new strategic partnership with Pebble Finance, a trailblazer in artificial intelligence and data analytics solutions.