From Data to Wealth: How AI Turns Accounting Insights into Action
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Rory Henry
Trevor Greenway
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Arrowroot Family Office
InterVal
From Data to Wealth: How AI Turns Accounting Insights into Action
In this episode, Rory speaks with Trevor Greenway, CEO of InterVal, a leader in automated discovery for accounting firms, financial institutions, and wealth advisors. Trevor shares his journey from M&A to founding Interval, highlighting how AI can help firms uncover revenue opportunities hidden in accounting data. Learn how InterVal’s technology provides better insight into business valuations—especially critical for the 98% of business owners who don’t know the true value of their companies. Discover how Trevor and his team use AI to help business owners understand their worth, optimize their enterprise value, and bridge the gap between accounting and wealth advisory services. Find out why focusing on “money in motion” and creating a holistic service offering can help advisors build better relationships and retain clients during major wealth transfers. Curious about how AI-driven discovery tools can transform your advisory services? Want to learn how to create proactive, relationship-based value with your clients? Find out more in this insightful conversation with Trevor Greenway.
