Helping Financial Firms Navigate the Future of Financial Advice with Jud Mackrill

The nature of financial advice is changing. New technologies, consumer behavior, and regulatory pressures force traditional financial firms to rethink their business models. Similarly, fintech companies seek to disrupt the status quo with innovative approaches to financial advice.

In this episode, Tommy talks with Jud Mackrill, Co-Founder at Milemarker and General Partner at Mammoth. Jud is passionate about modernizing independent wealth management and helping make private investment more accessible and transparent throughout the fast-growing Registered Investment Advisory (RIA) channel. At Mammoth, Jud has developed one of the venture capital and private investment industry's earliest technology infrastructures that allow for automated workflows and clear communication for Mammoth with investors and portfolio companies.

Jud talks with Tommy about his journey into fintech and wealth management, how his partnership with Vestia has transformed the company's client experience, and how he helps financial firms navigate the future of financial advice.

Key Takeaways