Percent, the private credit marketplace platform focused on asset-based lending, announced the launch of Separately Managed Accounts (SMAs), a new invest...
TIFIN Give, the first donor-advised fund (DAF) platform designed for growth, announced the launch of Tax Intelligence. This new capability helps financia...
Fiduciary Exchange LLC (FIDx), the company empowering financial advisors to seamlessly incorporate annuities into their clients' portfolios, announced it...
Sigma360®, the definitive AI-powered risk screening and monitoring platform, announced the expansion of its core leadership team, with the addition o...
Global Fintech leader Broadridge Financial Solutions, Inc. announced that it has acquired iJoin, a leading retirement plan technology provider ...
Sanctuary Wealth (Sanctuary), providing elite financial advisors the freedom, flexibility, control and choice to thrive in an evolving industry, welcomes...
Equita Financial Network (EquitaFN), the only wealth management platform for women owned, fee-only independent financial advisors, announced the launch o...
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 (...
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