An AI strategy and operations firm for wealth and asset managers. Built and run by senior operators.
Praxis Solutions, Inc. has raised $1.8M in total funding. The most recent round was Seed.
Praxis Solutions, Inc. is headquartered in West Hollywood, CA.
An AI strategy and operations firm for wealth and asset managers. Built and run by senior operators.
Wealth and asset management firms don't know where AI actually creates leverage for their business or how to move from diagnosis to real-world implementation.
Praxis runs a defined AI Foundation Program and builds custom AI systems for wealth and asset managers, following a Think-Make-Do process of diagnosing, building, and operating AI in partnership with the firm.
Its team is made up of senior operators formerly of LPL Financial, Fidelity, RBC, Schwab, and Russell/Voya, and its flagship product Praxis Distribution Partners cites having made 1.3M+ outsourced wholesaling calls.
Free to use in articles, research, and reference works. Stable URL, will not change. Data on this page last updated August 27, 2026.