Modernize How Your Firm Operates and Grows
Wealth Management Firms
Deep wealth management experience combined with deep AI capability, delivered as one team that sees the work through strategy to implementation.
Speak to Abbas →Head of Product DevelopmentRun the firm advisors want to join.
Our Approach
AI is changing how wealth firms compete. The technology lets smaller firms move like larger ones, and larger firms move faster than they ever have. We help wealth firms put it to work, in the parts of the business where it actually matters.
We sit at the intersection of wealth management and AI. Our team has operated, and now builds AI that fits inside firms like yours. We design the strategy, build the technology, and operate it alongside you. One team, accountable from idea to production.
What Praxis brings to your firm
CAP
See every household, family, and wealth structure across your book, so your advisors spend more time on the relationships that compound.
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WealthHawk
Money-in-motion prospecting that gives your advisors the right introductions at the right moment.
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Data Foundation
Modern data infrastructure designed for wealth firms, governed for the realities of how you operate. Strategy, architecture, and governance designed together.
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The AI Foundation
A defined 30-day engagement that maps where AI fits your firm and what to do first. The fixed-scope starting point for every engagement.
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Custom Builds
When the right tool doesn’t exist, we build it. Production-grade software designed for the way your firm actually operates, wired into the systems you already run, with adoption owned through rollout.
Learn more →Why wealth firms work with Praxis
Hands on the build
Operators, technologists, and builders, working as one team. Modern wealth firms aren’t built in a strategy deck. They get built inside the systems, the workflows, and the daily decisions that make a firm what it is.
Senior operators
The team is led by people who've built and run firms like LPL, Fidelity, and FUSE.
Fits your firm
Praxis works inside your stack, your data, your compliance, and your governance. No replatforming. No new logins.
In it with you
Your firm’s outcomes are the outcomes. Not hours billed, not decks delivered. We commit to what you commit to, and we stay in the work until the firm has what it needs.
Industry context
We work with firms across wealth, asset management, and banking, so we know what's working in the market and what isn't.
Meet the Expert
“I’ve watched this industry navigate forty years of change. None of them hit a tipping point quite like this one. The data is unambiguous, the window is real, and it is closing faster than most firms realize. The ones that build now will define what wealth management looks like for the next generation. The ones that wait will spend that generation catching up.”
Bill Dwyer
Executive Chairman · Formerly President, LPL Financial
Speak to Abbas →Head of Product Development