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Completed
Synopsis
Praxis Solutions, an AI-driven services firm for the wealth and asset management industry, completed the acquisition of Wealthawk, an AI platform that identifies money-in-motion events to help advisors connect with clients during critical financial transitions. Financial terms were not disclosed. "Software alone cannot solve the advisor growth challenge. Adding WEALTHAWK to Praxis combines breakthrough technology with a leadership team that has spent decades helping advisors grow," Bill Dwyer, Praxis Executive Chairman.
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