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5
JoeΒ Moss
π
π₯
Aug '25 (edited) β’
π‘ Real Tech Stacks
Chelsea Ransom-Cooper - Zenith Wealth Partners - $102mil
https://podcasts.apple.com/us/podcast/scaling-team-operations-and-ai-integration/id1823931685?i=1000722661638
Connect with Chelsea:
- LinkedIn:
https://www.linkedin.com/in/chelsea-ransom-cooper-cfp-6b198346/
- Zenith Wealth Partners:
https://zenithwealth.partners/
The REAL Tech Stack:
Custodians:
Schwab
,
Altruist
CRM:
Wealthbox
Workflows:
Hubly
AI Notetaker:
Zocks
Scheduling:
Calendly
Data Gathering:
JotForm
Financial Planning:
RightCapital
Tax Planning:
Holistiplan
Estate Planning:
EncorEstate
Investment Analytics:
YCharts
Risk Tolerance:
Riskalyze
Billing:
AdvicePay
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Chelsea Ransom-Cooper - Zenith Wealth Partners - $102mil
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