WealthStack Roundup: Worthy Analyzes $1B in Client Income as Tax Tech Grows
AI SummaryAI-generated — verify against the source.Worthy, an AI-native tax planning platform, has reached a $1B client income analysis milestone, signaling growing advisor adoption of AI-driven tax tech. Additionally, major wealthtech players including Orion, Conquest, LPL, FMG, and d1g1t have announced new AI-integrated capabilities, highlighting a broader industry trend toward embedding AI directly into existing advisor workflows.
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