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AdviceTech Podcast #75 - Upworth

AdviceTech Podcast #75 - Upworth

Ensombl Advice Australia · Ensombl

March 21, 202453m 45s

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Show Notes

This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future.

Alex Chavotier LinkedIn: https://www.linkedin.com/in/alexandre-chavotier-ba6a3ab8/ Upworth Website: https://upworth.com.au/

Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240322

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