How Embedded Tax Technology Drives Wealth Management Growth with Raj Doshi

What's up, Model FAS? David Del here, your host of the Model Fa podcast, CEO of Model FA, and co-founder of WealthRache. Uh, and today, before I welcome our guest, uh, I just want to say thank you once again uh to Street Cred.

Street Cred has done an amazing job getting me in front of amazing people. Uh, just like Raj Doshi uh, today. Raj is the president and COO of April which is an embedded tax platform built for wealth management firms, banks and SMB platforms.

Uh so street cred thank you for making the introduction and ultimately Raj thanks for joining.

Of course thank you so much for having me David. I've gotten to listen to the podcast and yes indeed big thanks to Street for the introduction. — For sure. Well, let's uh before we dive into how you're helping advisors, I want to help set the stage. Uh you got a pretty good background. Let's talk about it. So, uh I'm sure you didn't, you know, come out of the womb, so to speak, and get involved with April. There were multiple steps in between. Uh what did life look like, you know, call it from graduation uh to your journey uh to April?

Uh absolutely. Yes, I did not indeed come straight to April. I uh I graduated from the University of Virginia and uh I joined Mckenzie right out of college.

So was at Mckenzian company for several years before and after grad school uh originally in our corporate finance practice and then spent several years uh working with financial institutions largely uh with large wealth management firms. Uh and that was my kind of first introduction to uh the industry. Uh after that I spent several years at Google was leading strategy for the ad sales organization there.