Forest Systems and Summitas Partner to Elevate Security and Efficiency in Wealth Management

Forest Systems, a leading provider of integrated accounting software solutions for family offices and accounting firms, and Summitas, a premier secure clie...

March 07, 2025 | Friday | News
Smartleaf Asset Management Partners with Choreo to Automate Tax-Optimized Portfolio Management

 Smartleaf Asset Management, LLC ("SAM"), the RIA subsidiary of Smartleaf, Inc., today announced its strategic partnership with the private ...

March 05, 2025 | Wednesday | News
SEI Launches SEI Access To Expand Alternative Investment Opportunities for Wealth Managers and Advisors

 SEI® announced the launch of its alternative investment product marketplace through SEI AccessTM, its enhanced platform designed to provide ...

March 04, 2025 | Tuesday | News
Key Wealth Expands Partnership With Envestnet To Enhance Next-Generation Wealth Management Platform

Key Wealth, the wealth management business of KeyBank and Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, a...

March 04, 2025 | Tuesday | News
WealthFeed and NewEdge Advisors Partner to Equip Financial Advisors with AI-Powered Growth Tools

WealthFeed, an AI-powered Money-in-Motion platform for financial advisors, is excited to announce a strategic partnership with NewEdge Advisors, a growth-o...

February 28, 2025 | Friday | News
Milo Surpasses $65M in Crypto Mortgage Loans, Expanding Access to Bitcoin and Ethereum-Backed Home Financing

 Milo, a financial technology company and the pioneer in crypto mortgage lending, has achieved a significant milestone by surpassing $6...

February 27, 2025 | Thursday | News
VeraScore Acquires Vala AI to Advance AI-Powered Financial Health and Software Optimization

 VeraScore, a leading AI-enabled platform for measuring and managing financial health, announced its acquisition of Seattle WA-based Vala AI, an ...

February 27, 2025 | Thursday | News
CorServ Unveils Enhanced User Interface to Elevate Digital Banking and Credit Card Experience

 CorServ, a leading provider of innovative payment card issuing programs for banks and fintechs, has launched a cutting-edge user inter...

February 26, 2025 | Wednesday | News
Kroll Expands Investment Banking Services with Launch of Equity Capital Markets Advisory

 Kroll, the leading independent provider of global financial and risk advisory solutions, announced the launch of its Equity Capital Markets Advisory ...

February 25, 2025 | Tuesday | News
AllocateRite Extends Exclusive AI-Powered Wealth Management Offer to Morningstar Office Clients

AllocateRite, a leading next-generation AI wealth platform, is offering an exclusive incentive package to Morningstar Office clients as the Morningstar Off...

February 25, 2025 | Tuesday | News
ATFX Integrates BlackArrow to Elevate Trading Experience with Advanced Automation and Market Analysis

ATFX is proud to present a new trading experience through its integration with BlackArrow, an advanced trading platform developed by Nelogica, a technology...

February 24, 2025 | Monday | News
AB DAO Announces Upcoming AB Token Listing on BingX, Expanding Global Trading Access

AB DAO has officially announced that the AB token will soon be listed on BingX Exchange, with an official announcement to follow upon listing. This mo...

February 24, 2025 | Monday | News
CredCore Raises $16M Series A to Transform Debt Capital Markets with AIv

 CredCore , a vertical-AI company that transforms debt capital markets for lenders and borrowers, today announced $16M in Series A. The...

February 21, 2025 | Friday | News
Arta Finance Launches Tailored Wealth Management Solutions for Finance Professionals

Arta empowers finance professionals with private market access, seamless reporting, and compliance-friendly features to make personal wealth management eff...

February 21, 2025 | Friday | News
Addepar Enhances Alternative Investment Management with New Data and Forecasting Capabilities

New Platform Capabilities Improve Efficiency, Accuracy, and Insights for Portfolios with Alternative Investments Addepar, a leading global technology and ...

February 20, 2025 | Thursday | News
Finit Expands AI-Driven Order Flow Analytics with U.S. Hedge Fund Deal and TradePulse Launch

Finit Co Ltd a company specializing in order flow analytics has expanded into the U S market through its subsidiary TradePulse Technologies Inc The company...

February 20, 2025 | Thursday | News
oneZero Acquires Autochartist to Enhance Market Data-Driven Client Engagement and Brokerage Technology

oneZero, the global leading provider of multi-asset enterprise technology solutions for trade execution and risk management for banks, brokers and buy side...

February 19, 2025 | Wednesday | News
mF International Expands Fintech Capabilities with Upgraded Trader Pro for Brokers

The upgraded Trader Pro enables a new level of customization for brokers, and integrates with the Company's existing trading systems mF International Limi...

February 19, 2025 | Wednesday | News
Yiren Digital Integrates DeepSeek AI to Elevate Smart Financial and Lifestyle Services in China

Yiren Digital Ltd. , an AI-powered platform providing a comprehensive suite of financial and lifestyle services in China, has officially integrated wi...

February 19, 2025 | Wednesday | News
KPMG Expands PREVA to Saudi Arabia, Jordan, and Lebanon to Transform Financial Operations

KPMG PREVA aims to revolutionize financial operations with technology and automation for increased efficiency and accuracy across the Middle East ...

February 18, 2025 | Tuesday | News

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