Praxis Solutions, Inc Email Format
Financial ServicesCalifornia, United States11-50 Employees
Praxis Solutions, Inc. is a San Diego-based financial services firm that blends established financial expertise with artificial intelligence to serve the wealth and asset management market. The company designs customized workflows and client experiences through its systems architects and engineers, with the aim of improving performance, managing risk, and achieving cost efficiencies for financial institutions. It positions itself as a tech-enabled services provider rather than a traditional advisory firm, focusing on integrating automation and human expertise to unlock opportunities within portfolios. Its target customers are financial institutions seeking to enhance advisory practices and portfolio outcomes through technology-enabled solutions. In March 2026, Praxis Solutions launched WealthHawk, a platform designed to identify households where financial guidance can be impactful and connect them with advisors.