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Aug '25 (edited) • 💡 Real Tech Stacks
Chelsea Ransom-Cooper - Zenith Wealth Partners - $102mil
Connect with Chelsea:
- 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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