As inheritances are set to reshape client portfolios and next-gen heirs demanding digital-first experiences, firms are ...

Allfunds unveils Nextportfolio 4, the latest version of its portfolio management tool, strengthening Allfunds’ subscription ...

QKS Group, a premier market intelligence and advisory firm, has unveiled its latest comprehensive analysis of the global ...

FNZ, the end-to-end technology platform serving wealth and asset management businesses, announces it secured $500 million in ...

A US fintech that helps couples to invest and plan for their future together has been acquired by Canada’s Wealthsimple.

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Pipe, a fintech company enabling embedded financial solutions for software platforms, today announced its strategic acquisition of Glean.ai, a leading AI-powered spend management company. With this ...

HONG KONG, April 9, 2025 /PRNewswire/ -- Finloop Finance Technology Holding Limited ("Finloop"), an AI-driven one-stop institutional wealth management platform incubated by Fosun Wealth Holdings ...

Ascend provides a suite of modern capabilities that enables fintech, wealth management, and institutional clients to go from idea to launch seamlessly and confidently. It includes a built-in real-time ...

In 2008, he launched Trimp Wealth Management with the goal of helping his clients achieve their financial objectives through education, strategic planning and a commitment to their success. Jack ...