Author Archives for Anna Astapenko
From biotech to wealthtech: Architecting agentic AI for enterprise scale
Comments Off on From biotech to wealthtech: Architecting agentic AI for enterprise scale <p>How to scale an engineering team from 10 to 500? Holistico CTO Dmitry Grudzinskiy shares lessons from his $15B journey at Natera to building agentic AI.</p>
How financial advisors use AI agents to keep clients calm during market volatility
Leave your thoughts <p>Holistico is featured in WealthManagement.com. Learn how our institutional-grade AI platform equips financial advisors to navigate market volatility.</p>
Holistico achieves System and Organization Controls (SOC) 2® Type II compliance
Leave your thoughts <p>Holistico has successfully completed its SOC 2 Type II examination. Learn how our agentic AI platform delivers enterprise-grade security for RIAs and advisors.</p>
Advise AI 2025 recap: Holistico’s edge in agentic wealthtech adoption
Leave your thoughts <p>What happens in Vegas… shapes wealthtech. Holistico’s Advise AI 2025 takeaways: why data, compliance, and a trusted AI agent are what matter most. </p>
Holistico at the Morningstar Fintech Showcase
Leave your thoughts <p>At the 2025 Morningstar Fintech Showcase, Holistico introduced Holi™ — an AI agent for advisors, built to support real portfolio decisions and compliance workflows.</p>
Contact
400 Interpace Parkway Building C, 2nd Floor, Parsippany, NJ, 07054
Join our newsletter 