Aquiline, a private investment firm specializing in financial services and technology, has closed its acquisition of SEI's Family Office Services business....
Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management so...
Pontera, the fintech company enabling financial advisors to securely manage workplace retirement plan assets for participants, and BridgeFT, a c...
Optio Incentives scales global offering, reaching 1M participants across 15 stock exchanges. Global expansion supported by the acquisition of Inv...
Treeview Capital announced the official launch of its innovative online investment platform, www.Treeview.Capital. This launch marks a significant ste...
Trading Technologies International, Inc. (TT), a global capital markets technology platform services provider, last night won the award for Best Sell-Side ...
Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, announced a major advancement to its alternative inve...
CorServ, a company that empowers banks and fintechs with credit card issuing programs, has partnered with The Bank of Glen Burnie, hea...
Klein Funding became the first crypto-only prop firm to officially partner with Bybit, one of the world's leading cryptocurre...
Wealthbox, the #1-rated CRM software platform for financial advisors, announced that it has entered into a definitive agreement for a $200 million&nbs...
Equity Trust Company, a leading financial services company with over 50 years of experience in the self-directed retirement space, announces the launch of ...
Gateway Financial Partners is pleased to announce the addition of Robb Combs as Director of Business Development. With more than 30 years of expe...
Quantel Asset Management, an AI-powered wealth advisory firm based in New York, and Sincere Syndication, a Chennai-based private investment and f...
Noah Holdings Limited , a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and...
ThinkMarkets, a global leader in online CFD trading, continues to strengthen its position in the industry by enhancing its proprietary platform with ...
Metalpha Technology Holding Limited (the "Company" or "Metalpha"), through its subsidiaries, is dedicated to providing digit...
PayJoy, a Public Benefit Corporation focused on bringing responsible financing to underserved customers in emerging markets, is marking its 10th year...
KeyBank announced a strategic partnership with Qolo, a pioneer of payment cycle management solutions. This partnership, along with the launch of ...
HSBC UK Private Banking is the first major UK bank to adopt Addepar's leading software platform designed specifically for wealth managers. This follows ado...
BetaNXT, a provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, is pleased to announce t...
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