The WealthAdvisor
The WealthAdvisor is a publisher on thewealthadvisor.com that publishes content about wealth management, including pieces such as...
By The WealthAdvisor
OnTrade launches AI layer for wealth managers to connect CRM, accounting and trading systems — founded 2024 by Subramanian, Williams and Harl
OnTrade, founded in 2024 by Raji Subramanian, Matt Williams and Zachary Harl, is a Seattle AI startup that integrates with existing wealth management software to enable AI agents to scan portfolios, identify tax-loss harvesting and drift, and prepare reports while leaving humans to approve work. The company has raised an undisclosed amount from General Catalyst, Madrona and angel investors and aims to be an operating AI layer rather than a replacement for systems like Envestnet, Orion or Addepar.
