AdviceTech Podcast #75 - Upworth

Ensombl Advice Australia

English - March 21, 2024 00:35 - 53 minutes - 60.9 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #437 Kiera Brown

Next Episode: Engine Room Podcast #30 - Andrew and Jacqui Sherlock

This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future.

Alex Chavotier LinkedIn: https://www.linkedin.com/in/alexandre-chavotier-ba6a3ab8/
Upworth Website: https://upworth.com.au/

Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240322

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