All posts tagged: capital markets

Q&A with Mark Whitcroft of PlannerPal: AI Assistant for Financial Advisor Productivity

1. Tell us a bit about yourself / your co-founder I’m Mark Whitcroft, the Co-founder and CEO of PlannerPal, an AI assistant transforming financial planning. With over 20 years in finance, I’ve funded and helped scale more than 50 fintech and data management startups, including early investments in wealthtech leaders like Nutmeg. I was also […]