Skip to content
Episode details

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.

Between Meetings with Matt Heine – Discover a podcast for wealth professionals.

Join the Ensombl platform:
App Store
Google Play

Episode links

More from the AdviceTech Podcast

The latest