Mammoth Technology

Co-Founder, Jud Mackrill, saw the need for a more comprehensive alternative investment platform. Mammoth Technology simplifies alternative investment management, providing fund managers, advisors, and investors with streamlined tools for fund setup, onboarding, and data integration. #TheFoundersArena #FuelingFounders #WealthTech #Innovation #FinTech #AI #CustomerEngagement #FinancialPlanning #PracticeManagement #AlternativeInvestments #LearningTech #TechLeaders #StartupCommunity #Entrepreneurship #FutureOfFinance

Always exciting when Jack Sharry and our own Steve Z. connect. Listen Now: https://lnkd.in/e_UeBNdc

My guest this week on WealthTech on Deck quoted Warren Buffett’s advice: Invest in what you use and in what you know.   But with more companies remaining private longer, that can be almost impossible for an investor — unless their advisor gets on board, said my guest, Steve Z., chief revenue officer at Mammoth Technology.     Zuschin described data, technology and other innovations that now enable advisors to help investors follow Buffett’s advice without straying from the principles of household-level risk management and minimizing taxes.   https://lnkd.in/e8qEZ-AQ

Lets Go!!!

Our team is covering the Future Proof conference in Huntington Beach. Give us a shout if you want to meet up.

It was really great to be with Randy Lambert, Adam Palmer, Jacob Danielson , Renee Fast, and the Orion team today. Thanks for hosting us!

We are thrilled to announce Canoe's newest technology partnership with Mammoth Technology. Mammoth Technology is Canoe’s first partnership with a fund marketing and access platform, facilitating seamless integration of data across clients’ pre- and post-investment workflows. Mammoth acts as a conduit for documents and ownership data entering Canoe’s platform when investments are made through Mammoth’s technology, while also receiving ongoing documents and extracted data from Canoe. “Many of our clients also already use Canoe for ‘maker’ services, and we have been providing the ‘checker’ services that complement the data Canoe has processed. By creating this formal partnership, we look forward to expanding this relationship and collaborating to deliver even more value to our mutual clients—current and future.” - Steve Zuschin, Chief Revenue Officer, Mammoth Technology For more details on this new partnership, please visit: https://hubs.li/Q02t5DNQ0 #AltsSmarter #CanoePartnerProgram

Retirement planning is a challenge for today's investors. Market volatility threatens to derail progress, and taxes act as a hidden cost, silently taking a significant portion of investment returns. Between these challenges and the inherent complexity of financial planning, how can advisors help investors maximize their retirement income and secure their financial futures? On this week’s episode of our Alternative Universe Podcast, Jack Sharry, EVP & Chief Growth Officer at LifeYield, emphasizes the shift towards solutions-oriented approaches in financial planning and the need to integrate tax optimization into portfolio management. Full episode: https://lnkd.in/gmhtUm_n

Episode 015: Jack Sharry touches on the future trends in the industry, including the importance of multi-account, tax-smart management, and the role of alternatives in improving outcomes for clients. Full episode available now👇

A new episode of our Alternative Universe podcast is LIVE! How to Maximize Retirement Income with Jack Sharry, EVP & Chief Growth Officer at LifeYield Join host Steve Z., & listen now: https://lnkd.in/gmhtUm_n