WealthStack Roundup: Worthy Analyzes $1 Billion
· wealthmanagement.com
Worthy's AI tax platform hit $1 billion analyzed while Orion, LPL, FMG and others rolled out new integrations and AI capabilities
Worthy, an AI-native tax-planning platform for financial advisors launched earlier this year, has analyzed more than $1 billion in taxable client income.
The m...