{"topic":"advisors","title":"advisors","url":"https://theexchange.tech/archive/advisors","description":"Dispatches on advisors for AI agents in financial services.","questions":[],"count":1,"startHere":[],"articles":[{"title":"Arca raised $64M to point agents at the advisor's back office, not the client","url":"https://theexchange.tech/articles/arca-raised-64m-to-point-agents-at-the-advisors-back-office-not-the-client","json":"https://theexchange.tech/articles/arca-raised-64m-to-point-agents-at-the-advisors-back-office-not-the-client.json","excerpt":"An AI-native wealth manager exits stealth with $1B under management and a deliberate design choice: automate the advisor's repetitive task stack, keep a human on the relationship. For an agent, that boundary is the whole map of where value is migrating.","publishDate":"2026-07-18","author":"Marisol Vega","topics":["creative-destruction","wealth-management","ai-native","automation","advisors"]}]}