Praxis Solutions

Modernize how your firm runs and grows. AI strategy, custom builds, and outsourced distribution at industrial scale through Praxis Distribution Partners.

AI strategy, integration, and custom builds for bank wealth divisions and trust companies — designed for regulated environments and deployed by operators who've worked inside them.

Money-in-motion prospecting via WealthHawk. Praxis runs growth as one system for advisors — surfacing the prospects most likely to move and the moments worth acting on.

Outsourced wholesaling for asset managers, wealthtech firms, and wholesale teams. 1.3M+ advisor calls, 73K+ booked meetings, 5.57% 2026 conversion rate. Data, technology, and human operators working as one system.

Advisory firm leaders rank organic growth as their number one concern, ahead of markets, regulation, and succession. After forty-two years in the business and a year spent testing the best growth technology available, Bill Dwyer explains why the thing standing in the way is not what the tool vendors think it is.

Playbooks and field notes from Praxis Solutions on AI, data, and governance in wealth and asset management.

An AI strategy in financial services is a structured plan for how a firm will identify, build, deploy, and govern AI capabilities across distribution, advisory, compliance, data, and client experience. This playbook lays out the six stages.

Data management in financial services is the discipline of treating data as a strategic asset rather than a byproduct of operations. This playbook lays out the nine stages of building a data practice that turns latent information into compounding advantage.

Press releases and company announcements from Praxis Solutions: leadership, acquisitions, product launches, and partnerships across wealth and asset management.

Jay Rosoff joins Praxis Distribution Partners as Senior Vice President, bringing more than two decades of experience leading distribution organizations across mutual funds, alternative investments, and annuities.

Praxis and ATTOM completed a strategic initiative focused on identifying and prioritizing AI-driven growth opportunities that expand and enhance ATTOM's property data offerings for AI-enabled use cases.

Thomas Lux joins Praxis Solutions as Chief Financial Officer, bringing more than three decades of finance leadership from Advisor360°, Commonwealth Financial Network, Advisor Group, LPL Financial, and Fidelity's National Financial Services.

Praxis is run by senior operators from LPL Financial, Fidelity Investments, RBC Wealth Management, Russell Investments, Voya, Credit Suisse, Charles Schwab, and other top firms. They know how wealth and asset management works because they ran pieces of it.

Praxis builds AI systems for wealth and asset management firms — designed, deployed, and operated alongside our clients through production. Built and run by senior operators who know how the industry actually works.

Get in touch with Praxis Solutions. Tell us what you're working on and we'll get back to you with the right person from the team.

An AI strategy and operations firm for wealth and asset managers. Built and run by senior operators.

An AI strategy and operations firm for wealth and asset managers. Built and run by senior operators.