Whiskey&WealthTech
Come join us with your favorite glass of whiskey! Hosted by First Rate's Managing Director of Wealth, Alex Serman, CIPM, we will explore and discuss all things WealthTech as we taste and experience whiskeys from all over the world.
Whiskey&WealthTech
WealthTech & Industry Partnerships Can Provide Tax Reclamation Services
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Alex Serman
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Season 1
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Episode 7
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Jason Yule from WTax joins us in our latest episode to discuss how WealthTech, AI, Machine Learning, and other industry partnerships, such as First Rate are used to help reclaim foreign and withheld taxes for wealth management firms to add value to their clients’ investment performance.