michael.pendergrass
Acronym
DFD Partners
Product ID
dfdai
Description

We leverage ai/ml to match asset and wealth managers to their next client

Images
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Features

We leverage ai/ml to match asset and wealth managers to their next client:

 

  • Fosters community via connections and engagement with asset and wealth - democratizes access to differentiated asset managers like alts and diverse managers
Vendors
DFD Partners
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Other
Practice Management
Ad Hoc Tags
DoubleClick Tags

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