Daniel Hernandez
SVP at Powder | Ex-Addepar
- Role
- Gtm at Powder
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Daniel Hernandez
On a mission to eliminate manual data entry in wealth management and help RIAs achieve scalable growth with AI.
Experience
Gtm
Jun 2025 — Present · Austin, TX, US
Powder\'s AI Super Agent helps advisors achieve scalable growth by removing the largest bottleneck in wealth management: manual data entry.With Powder\'s Super Agent, Advisors can- Automate data extraction from any document: Brokerage statements, alternative investments, scans, faxes, estate plans, 1040s, Excel sheets, and performance reports from third-party systems- Aggregate held-away assets by simply uploading documents in Powder- Reconcile data between two disparate sets of data (e.g. statements vs portfolio accounting)- Seamlessly integrated data into any proposal platform
Education
University of Nevada, Reno
Bachelor of Science (B.S.)
Skills
- Valuation
- Client Service Oriented
- Portfolio Management
- Asset Allocation
- Risk Management
- Sales
- Finance
- Financial Advisory
- Business Development
- Client Services
- Performance Reporting
- Alternative Investments
- Private Equity
- New Business Development
- Technology Sales
- Pertrac
- Due Diligence
- Hedge Funds
- Financial Services
- Crm
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