The Silicon Valley Firm Able to Sift $1.7 Trillion of Wealth Assets

The video discusses a company's efforts to manage and clarify financial data post-2009 financial crisis. It highlights the challenges of tracking diverse assets and the solutions provided for family offices, RIAs, and banks. The video covers data granularity, security measures, and the trend of advisors leaving large banks to become independent, supported by advanced technology.

How does the aggregation of data contribute to answering complex financial questions?

What security measures are in place to protect sensitive client data?

Why are advisors increasingly choosing to leave large banks for independent practices?