Wealth Management

The College for Financial Planning—a Kaplan Company has released its 2024 Survey of Trends, which explores the diverse experiences, interests, and…

WealthArc, a Swiss-born global wealth data management solution provider, has partnered with ZeroLink, a pioneering company in neurosymbolic AI…

Mogo Inc., a digital wealth and payments business, announced that it has expanded its relationship with Snowflake, the Data Cloud company. Building on…

Wealth Dynamix is a leading provider of CRM, Onboarding and CLM (Client Lifecycle Management) solutions, which are now available linked with Temenos…

The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors…

The financial fund platform HedgeFundBank planned to become a global strategic partner with major commercial banks, establishing a financial fund…

Managing your wealth is now easier than swimming with Ocean Money’ simple, intuitive and crypto-friendly suite of tools Blockchain technology has…

The company is redefining wealth management, driving robust financial growth for diverse, passive, high-net-worth and DIY investors  Vyzer, an…

Nitrogen AI empowers advisors with customized content generation, surpassing 500 advisor users Nitrogen, the company that is revolutionizing…

The Power of Intelligent Wealth Management Enabling Financial Professionals to Grow Their Business Wealth Management GPT, a leading innovator in…