Betterment Advisor Solutions (BAS), an all-in-one custodian for modern RIAs, has published the results of its second annual survey of how technolog...
DossDocs, the only on-demand loan doc platform built by the nation's leading mortgage law firm, announced the launch of the first automated Seller ...
Pontera, the fintech company helping retirement savers receive professional 401(k) account management from their financial advisor, announced a n...
Clockwork.ai, the AI-native FP&A platform redefining modern finance, announced a partnership with Thomson Reuters, a global content a...
Simplicity Group Holdings ("Simplicity"), a leading financial products distribution firm, announced the acquisition of Aptus Wealth, a business incubated a...
Farther, the intelligent wealth management firm fusing adaptive, proprietary technology with expert financial advisor guidance, announced it has ranked #8 ...
Lumel, the leading global provider of no-code integrated planning (EPM), reporting, and applications on Power BI and Microsoft Fabric, has been recognized ...
Axxcess Wealth Management, a leading TAMP platform purpose-built for high-net-worth clients and the advisors who serve them, announced the appointment of&n...
Simplicity Group Holdings ("Simplicity"), a leading financial products distribution firm, announced the acquisition of Durham, NC-based Verity Asset M...
Alogent (@Alogent-Corp), a global software leader in the banking and financial services market, is proud to announce that Lead Bank has selected ...
Wealthbox, the #1-rated CRM software platform for financial advisors, announced that it has entered into a definitive agreement for a $200 million&nbs...
Gateway Financial Partners is pleased to announce the addition of Robb Combs as Director of Business Development. With more than 30 years of expe...
At its annual Elevate 2025 conference last month, Envestnet unveiled two major artificial intelligence innovations—Generative Business Intelligence (...
A new empirical study from FinRegLab finds that cash-flow data can help lenders underwrite small businesses more accurately, particularly when evaluating e...
BetaNXT, a provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, is pleased to announce t...
Noah Holdings Limited , a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and...
Vaulta, a scalable operating system that powers Web3 Banking with fast, low-cost transactions and seamless blockchain connectivity, announced a strat...
Financial Recovery Strategies, LLC (FRS), a leading provider of class action settlement claims management and recovery services, is pleased to announ...
3CLogic, the leading AI-powered contact center platform purpose-built for ServiceNow®, today announced a strategic partnership with NewRocke...
Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a leading cloud-based digital banking solutions provider for financial institutions...
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