Wealth Management

Entreda, an award-winning developer of integrated cybersecurity software and solutions for the wealth management and insurance industries, announced…

BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management…

CI Financial Corp., a diversified global asset and wealth management company, announced that it has priced an underwritten public offering of US$900…

Financialanswers.io will be led by TIFIN partner and former CEO of StockTwits and GM of MarketWatch, Ian Rosen Financialanswers.io starts with the…

As the crypto world collides with wealth management, SIMON will leverage its award-winning platform solutions to empower 85k+ financial professionals…

Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office…

The transaction builds upon RIA in a Box's vision to empower registered investment advisors (RIAs) to efficiently address their compliance,…

Tier1 Financial Solutions, a leading provider of client relationship management ("CRM"), AML compliance and fraud prevention solutions, has acquired…

Leading fintech providers seek to enable more advisor choice, freedom and mobility Docupace, the leader in cloud-based fintech digital operations…

Arrowbank.app is a new banking application looking to tackle the savings problem in America Arrowbank.app is a personal finance platform Founded by…