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Bridging Public & Private Markets: How Palatino Wealth Personalizes Financial Planning with Taurion
Palatino Wealth set itself apart by uniting public and private market investments into one cohesive plan. In this case study, a Seattle-based tech executive’s portfolio was analyzed, optimized, and aligned with her life goals using Taurion’s AI-driven matching, scenario modeling, and compliance-ready tools—resulting in a smarter, more diversified strategy delivered in 60% less time.
Sam Sur
Aug 123 min read


What Happened to SPACs - And How Taurion Can Help SPAC Sponsors with Capital Raising
SPACs aren’t dead - they are evolving. After a boom fueled by speed and reduced barriers to public markets, many SPACs faltered due to misaligned incentives, shallow diligence, and regulatory pushback. The next generation will be smarter. Taurion helps SPAC sponsors by delivering AI-powered investor matching, compliance-ready due diligence, targeted advisor campaigns, and post-merger engagement tools, resulting in faster timelines, lower costs, and efficient capital raising.
Sam Sur
Aug 115 min read


Unlocking Alternative Investments: How Palatino is Changing the Way We Access and Understand Private Markets
Palatino is redefining private markets with AI - smarter access, personalized insights, and built-in liquidity for all.
Sam Sur
Apr 210 min read
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