Praxis Solutions Acquires WEALTHAWK, An Award-Winning Lead Generation Platform for Advisors
NEWPORT BEACH, Calif., Sept. 25, 2025 /PRNewswire/ -- Praxis Solutions is excited to announce its most recent expansion with the acquisition of WEALTHAWK, an AI technology platform that identifies "money-in-motion" events identifying clients at the moments they most need professional financial guidance.
WEALTHAWK has already earned industry recognition, including Financial Planning's Innovation Award in Lead Gen Tech, and was spotlighted by influential thought leader Michael Kitces, who called its approach "a new category" on his FinTech Map.
Purpose-built for advisors, WEALTHAWK pinpoints numerous key financial life events such as IPOs, M&A events, estate transitions along with numerous other events. With over 400,000 prospects in its database and the backing of Praxis' powerful distribution engine, WEALTHAWK offers precision in helping advisors find clients during life's most critical financial transitions.
"Software alone cannot solve the advisor growth challenge," said Bill Dwyer, Executive Chairman of Praxis and former distribution leader at LPL Financial. "Adding WEALTHAWK to Praxis combines breakthrough technology with a leadership team that has spent decades helping advisors grow."
That team includes:
- Bill Dwyer, a key architect of one of the largest distribution organizations in U.S. wealth management history at LPL Financial.
- John Sweeney, former Fidelity Investments executive with expertise in platform strategy and advisor enablement.
- Pat Miller, founded and led StratCap for over 15 years, with direct experience in product development and wholesaler support to help advisors meet clients needs.
- Charlie Shaffer, a 25-year veteran of institutional and retail distribution at firms such as Russell Investments, Voya Investment Management and most recently developing technology solutions at TIFIN AMP.
"WEALTHAWK was among the first to focus AI technology on the enormous potential of money-in-motion events, and it has been rewarding to see the concept validated," said Lori Thiel, founder of WEALTHAWK. "As we transition the business to Praxis, I could not imagine a team with deeper industry knowledge and technology expertise to lead WEALTHAWK into its next generation helping skilled advisors identify clients in times of need for valuable advice."
About Praxis Solutions
Praxis Solutions is an AI-driven, tech-enabled services firm serving the wealth and asset management industry. Through consulting, customized technology, and Anchor Advisory's distribution expertise, Praxis helps financial institutions deliver greater transparency, access, and security to investors.
Media Contacts
Will Dwyer
Praxis Solutions, Inc.
978 273 5563
will@praxissolutions.com
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SOURCE Praxis Solutions, Inc.