Wealth Management

Industry Leader in Risk Mitigation Brings 15 Years of High-Tech Experience from Across Wealth Management, R&D and Public Sector to the Role…

Data Center Inc. (DCI) a leading provider of core and digital banking technologies is partnering with Fintech digital investment and wealth management…

Blue Chip Partners, a Farmington Hills, Michigan-based wealth management firm announced that the company has surpassed $1 billion in assets under…

Conceived as a secure and robust robotic process automation (RPA) tool, Blue Prism has had a successful history as a trusted automation partner with…

Hightower announced it has made a strategic investment in Investment Security Group, Inc., a Denver-based wealth management firm with $800 million in…

Wellteq has signed a 5-year global Master Services Agreement (MSA) to supply digital wellness services to Northern Trust Corporation (NASDAQ.NTRS)…

Advisors and Family Offices Will Now Be Able to Access Bridgewater’s Strategies via an iCapital Technology Solution iCapital Network, the…

New Subscription License Agreement Supports Multiple Cloud Deployment Options NexJ Systems Inc., delivering intelligent customer management…

Brane Inc., a leading cryptocurrency custodian, announced that Dan Bowering has joined its leadership team as Senior Compliance Advisor, bringing over…

Industry veteran and Founder Manish Patel to continue as Managing Director India’s leading independent financial services platform for MSMEs,…