Moderator: Arvind Purushotham
Global Head of Citi Ventures

Damian Scavo
CEO and CIO, Streetbeat

Fahad Hassan
Co-founder and CEO, Range

Jan Szilagyi
Co-founder and CEO, Toggle AI

Sarah Levy
CEO, Betterment


Learn about AI's impact on wealth management as Global Head of Citi Ventures Arvind Purushotham and the CEOs of wealthtech firms Betterment*, Range, Streetbeat and Toggle AI discuss how wealthtechs can — and should — use the technology given its vast potential, current shortcomings and the regulated nature of the wealth management industry.

*Citi Ventures portfolio company

For more information, visit: https://www.citi.com/ventures
  / citiventures  

Recorded on June 14, 2023. The opinions expressed in these videos are solely the speakers’ and do not necessarily reflect the views of Citi. Details reflect speaker titles as of June 2023.

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