Mswipe Names Ketan Patel as CEO
Industry veteran and Founder Manish Patel to continue as Managing Director
India’s leading independent financial services platform for MSMEs,…
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Wealth Management
Kovack Securities Selects Entreda To Provide Industry-leading Cybersecurity Compliance Platform To…
Entreda, an award-winning developer of integrated cybersecurity software and solutions for the wealth management and insurance industries, announced…
Shannon Allmon Joins BlockFi as General Manager of Retail
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management…
CI Financial Announces Pricing of US$900 Million Notes Offering
CI Financial Corp., a diversified global asset and wealth management company, announced that it has priced an underwritten public offering of US$900…
THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media
Financialanswers.io will be led by TIFIN partner and former CEO of StockTwits and GM of MarketWatch, Ian Rosen
Financialanswers.io starts with the…
SIMON Leverages Digital Experience and Network Reach to Design Cryptocurrency Educational Platform…
As the crypto world collides with wealth management, SIMON will leverage its award-winning platform solutions to empower 85k+ financial professionals…
Docupace Acquires Compliance and Advisor Compensation System Jaccomo
Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office…
RIA in a Box Announces Strategic Acquisition of Leading Cloud-based Virtual Desktop Provider,…
The transaction builds upon RIA in a Box's vision to empower registered investment advisors (RIAs) to efficiently address their compliance,…
Tier1 Acquires Satuit Technologies to Enhance Buy-Side CRM Capabilities
Tier1 Financial Solutions, a leading provider of client relationship management ("CRM"), AML compliance and fraud prevention solutions, has acquired…
Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors
Leading fintech providers seek to enable more advisor choice, freedom and mobility
Docupace, the leader in cloud-based fintech digital operations…
