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Platform Architecture

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Insights

Feb 26, 2026

The 5-Month and $5M Button

Why the real constraint on wealth management innovation is not the front end — it is everything beneath it

Platform Architecture Product Strategy WealthTech

Feb 24, 2026

The Knowledge Gap in AI Finance Tools

Workflow automation and domain knowledge are two different layers in AI-assisted finance. Most teams are building one. Almost nobody is building both.

Applied AI Platform Architecture Systems Thinking

Apr 12, 2016

Vanguard, Wealthfront, and the Fight for the Future of Retirement

For the average investor, investing in the stock market is pretty similar now to the 1950’s — it’s faster and cheaper, but not too different.

WealthTech Product Strategy Platform Architecture