Wealth Management

 SkyQuest's analysis of the Wealth Management market provides valuable insights. The industry is currently in a growth phase, with sales increasing at…

Enfusion, ("Enfusion")  a leading provider of cloud-native software-as-a-service (SaaS) solutions for investment managers,announced that on January 9,…

L.E.K. Consulting, the global strategy consulting firm, has elected 22 new partners. The promotions recognize the insights, expertise and commitment…

Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced a strategic partnership between Tata…

Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric…

Riskalyze, the industry-leading, risk-centric wealth management platform serving tens of thousands of financial advisors, announced Kingsview…

Bambu, a global wealth technology provider, announced the launch of their Wealth Management Predictive Planning solution for Microsoft Cloud for…

Practifi, a performance optimization platform for the wealth management industry, announced the launch of its latest data visualization tool for…

RIA in a Box, a leading Software-as-a-Service (SaaS) provider of compliance, cybersecurity and operational software to the wealth management industry,…

Third Avenue Management LLC (“Third Avenue” or “the Firm”), a U.S.-based investment adviser and leading value investing firm, announced that it has…