Financial Advisors

All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection…

AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and compliantly deposit checks,…

Bill McNabb, former Chairman and CEO of Vanguard, joins Altruist’s Board of Directors Altruist, a fully-integrated digital investment platform for…

Creates innovative one-stop platform for asset & wealth managers to fully automate and optimize portfolio management and research process BondIT,…

Adhesion OCIO+ enables advisors to better serve their clients across all market conditions Adhesion Wealth announced a strategic partnership with…

Investment reports that allow advisors to quickly and easily generate detailed client communications Oranj, a single platform for financial…

Will Strengthen its corporate finance practice for Startups and SMEs Vans Group (Vans Investments and Vans Skilling), founded by former Ola Advisor…

Ensight’s API platform advances transparency and oversight for insurance agents and financial advisors Ensight, the leading life and annuity…

The combined group will have solid market positions across 20 markets, covering 1 billion people with 3 billion monthly visits eBay Inc. announced…

Founder Jennifer Connelly Becomes Executive Committee Chair and Firm's Artist-in-Chief JConnelly, a leading communications firm, promoted its…