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Praxis Solutions, Inc
Praxis Solutions, Inc. is an AI execution firm based in San Diego, California, founded in 2018. The company specializes in technology consulting and AI solutions tailored for the wealth and asset management sectors. By combining financial expertise with artificial intelligence, Praxis helps financial institutions enhance workflows, personalize client experiences, and improve market performance while managing risk. The firm offers a range of AI-driven services, including AI implementation and management, customized workflows, financial insights, and data management. They also provide distribution technology through Praxis Distribution Partners, which supports asset managers with advisor targeting and lead generation. Additionally, Praxis acquired WEALTHAWK, a platform designed for financial advisors to enhance lead generation efforts. Their target customers include wealth managers, asset managers, investment advisors, and institutional clients, all seeking to optimize investment outcomes and reduce operational costs.
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