Financial advisors are drowning in paperwork, outdated tech and inefficiencies. Enter Savvy Wealth, the digital-first ...

With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close ...

Addepar, a wealth management tech platform, is charging into 2025 with sevearal key updates that aim to enhance efficiency, ...

A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the high-touch service clients expect.

NEW YORK CITY, NEW YORK / ACCESS Newswire / March 19, 2025 / Zoe Financial ,a digital end-to-end wealth platform that aims to ...

The wealth management sub-sector worldwide is no doubt going through a transformative stage, with operations and activities ...

As financial technology continues to evolve rapidly on a global scale, AI-driven wealth management is emerging as a major ...

The question of when (or if) wealth management firms need to hire a chief technology officer depends upon a number of factors ...

The investment fintech Robinhood is expanding further into the financial ... and an AI investment tool called Robinhood Cortex. Robinhood Strategies is a wealth management tool with a .25% annual ...

Wealth managers, financial advisors, trust officers and asset managers use Zephyr to propose a portfolio against a client’s current holdings, screen investment products, perform asset allocation ...

Lav Kumar’s vision extends beyond building a fintech company; he aims to create 1,000 Crorepatis through MFONLINE’s systematic and research-backed investment strategies. By equipping investors with ...

RockFi, a fintech company specialising in private wealth management, has raised €18m ($19.45m) in a Series A funding round led by Partech. The round also saw participation from existing investor ...