In the news
Explore recent features, interviews, and event recaps highlighting Holistico’s growth and perspective in the fintech space.
March 26, 2026
Following the Summit-Signet deal, discover what’s next. Learn how our AI agent for advisor workflows brings institutional rigor to enterprise RIAs.
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March 16, 2026
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.
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March 12, 2026
Holistico is featured in WealthManagement.com. Learn how our institutional-grade AI platform equips financial advisors to navigate market volatility.
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March 4, 2026
Holistico has successfully completed its SOC 2 Type II examination. Learn how our agentic AI platform delivers enterprise-grade security for RIAs and advisors.
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November 13, 2025
What happens in Vegas… shapes wealthtech. Holistico’s Advise AI 2025 takeaways: why data, compliance, and a trusted AI agent are what matter most.
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June 26, 2025
At the 2025 Morningstar Fintech Showcase, Holistico introduced Holi™ — an AI agent for advisors, built to support real portfolio decisions and compliance workflows.
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