Kevin Beard joined the advisory board of DataDasher AI and made a personal investment in the company. Beard is Chief Strategy Officer at WealthVest, where he leads relationship management and acquisitions for WealthVest Investment Services.
DataDasher provides a platform for advisory firms to automate meeting preparation, client summaries and follow-up workflows. The platform, which is SOC 2-certified, integrates with Redtail, Orion and Bento Engine.
Prior to WealthVest, Beard co-founded and served as Chief Growth Officer for Atria Wealth Solutions, which grew to almost 2,500 advisors with nearly $1 billion in annual revenue before LPL Financial acquired it. WSR twice named him as a winner of the Pathfinder Awards – Top Black Industry Leaders.
“For more than three decades, I’ve watched administrative work pull advisors away from clients and growth, and now AI providers promise to change that dynamic,” Beard said. “But most AI solutions are vaporware, offering limited efficiencies and surface-level intelligence. DataDasher is built around the actual work advisors do every day, so it addresses that problem in a way the whole firm benefits. DataDasher is becoming foundational to how serious advisory firms operate.”
“Kevin has spent decades helping shape how wealth management firms grow and operate,” said Alexander Kearns, CEO and Co-Founder of DataDasher. “His decision to invest in DataDasher, both as an advisor and as an investor, reflects where serious operators see this industry heading.”
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