Praxis Solutions Acquires AI Platform WEALTHAWK

September 26, 2025
Praxis Solutions has acquired WEALTHAWK, an AI platform that identifies key financial life events, enhancing client engagement for advisors.

Praxis Solutions has announced its acquisition of WEALTHAWK, an AI-driven platform that identifies 'money-in-motion' events, according to a press release. WEALTHAWK is recognized for its innovative approach in lead generation technology, having received Financial Planning's Innovation Award.

The platform is designed to assist financial advisors by pinpointing significant financial life events such as IPOs, mergers and acquisitions, and estate transitions. With a database of over 400,000 prospects, WEALTHAWK aims to enhance advisors' ability to engage with clients during critical financial transitions.

Bill Dwyer, Executive Chairman of Praxis, emphasized the strategic fit of WEALTHAWK's technology with Praxis' distribution capabilities, highlighting the combined expertise of the leadership team in advancing advisor growth. Lori Thiel, founder of WEALTHAWK, expressed confidence in Praxis' ability to lead the platform into its next phase, leveraging their industry knowledge and technology expertise.

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