Advisor Tech News of 2024: An Evolving List

The start of 2024 brings the annual Technology Tools for Today, or T3, conference for financial advisors and other players in the independent wealth space, and with it, a slew of technology innovations and updates.

This year’s event, led by producer Joel Bruckenstein, marks T3′s 20th anniversary. It’s being held this week at the Cosmopolitan Resort & Hotel in Las Vegas. Speakers and participants include Josh Brown of Ritholtz Wealth Management, Natalie Wolfsen of Orion, Kunal Kapoor of Morningstar and Abby Salameh of CAIS.

Like at other tech-focused gatherings, participants at T3 will get an in-depth look at the latest in advisor-focused innovation — including software tools, platforms, applications and emerging technologies, such as those tied to artificial intelligence and machine learning. 

Here’s a rundown of what’s been announced so far from technology and other firms at the January event, in alphabetical order. ThinkAdvisor will update this list as we become aware of new developments in the fintech space over the next 12 months:

Alphathena

The firm, a maker of an AI-powered direct indexing platform for RIAs, said it has secured a $4 million investment led by ETFS Capital, with Hyde Park Angels also participating. The technology is intended to help advisors build “greater personalization strategies for their clients leveraging direct indexing and tax-loss harvesting … [in order to] differentiate themselves in a competitive marketplace.”