Vested Finance Partners with Monark Markets to Unlock Pre-IPO and Private Market Access for Indian Investors

Vested Finance, an SEC registered investment advisor, has partnered with Monark Markets to expand access to Pre-IPO companies and other alternative inves...

October 16, 2025 | Thursday | News
The CIO Group Launches with AI-Powered Total Wealth Intelligence Platform, Redefining Portfolio Management

The CIO Group ("CIOG"), a new wealth intelligence firm, announced its official launch. Founded by David Bailin, former Global Head and Chief Investment O...

October 08, 2025 | Wednesday | News
World Investment Advisors Appoints Ed Walters as President to Lead Next Phase of Growth

World Investment Advisors (WIA), leading financial advisory firm and division of World Insurance Associates LLC (World), announced the appointment of Edwar...

October 07, 2025 | Tuesday | News
Optifino and Covr Merge to Launch ‘Digital BGA 3.0,’ Ushering in the Next Era of Life Insurance Distribution

Optifino, the digital Brokerage General Agency (BGA) radically simplifying the life insurance experience, and Covr Financial Technologies, an award-winni...

September 30, 2025 | Tuesday | News
Lamplighter Group Launches to Provide Strategic Intelligence for High-Stakes Commercial, Political, and Regulatory Challenges

Lamplighter Group, a newly established boutique advisory firm providing senior executives, investors, and legal counsel with strategic intelligence, anno...

September 29, 2025 | Monday | News
Oxford Financial Selects d1g1t to Power Next-Gen Wealth Management for Ultra-High-Net-Worth Clients

d1g1t, a leading enterprise wealth management technology provider, announced that Oxford Financial Group, Ltd., one of the largest independent registered...

September 29, 2025 | Monday | News
Trading Technologies Named Category Leader in Chartis Report for Equity and Energy Trade Surveillance Solutions

Trading Technologies International, Inc. (TT), a global capital markets technology platform services provider, earned "category leader" status in Chartis...

September 24, 2025 | Wednesday | News
Oscilar Wins Dual Industry Awards for Innovation in Fraud and AML Risk Detection

Oscilar, the AI Risk Decisioning™ platform for onboarding, fraud, credit, and compliance, announced it has been recognized with two major industry ...

September 22, 2025 | Monday | News
Wolf & Company Partners with Cable to Transform Compliance Testing for Financial Institutions

Wolf & Company, P.C., a nationally recognized CPA and business consulting firm serving financial institutions across the United States, announced a s...

September 22, 2025 | Monday | News
Robo.ai Invests in Arkreen to Integrate Intelligent Machines with Web3 via DePIN Infrastructure

Robo.ai Inc., a company dedicated to building a global intelligent technology platform, announced a strategic investment in Arkreen through DePIN technol...

September 19, 2025 | Friday | News
Alphastream Secures Strategic Investment from Intapp to Advance AI-Powered Private Credit Solutions

Alphastream, an AI-native platform that empowers private credit firms to transform unstructured data and streamline workflows to accelerate investment de...

September 18, 2025 | Thursday | News
New Study Finds Rising Fraud Threat Driving Up Costs in Small Business Lending

A new study conducted by MoneyThumb, a leader in automated document evaluation and fraud detection solutions, in partnership with deBanked, a leading pub...

September 17, 2025 | Wednesday | News
Integrated Partners Selects GreenHill’s ReportQuest for Performance Reporting in New Unified Tech Stack

GreenHill Investment Reporting announced that its ReportQuest platform has been selected by Integrated Partners, a $22 billion AUA registered investment ...

September 15, 2025 | Monday | News
Betterment Advisor Solutions Partners with Vanilla to Bring Scalable Estate Planning to Modern RIAs

Betterment Advisor Solutions, an all-in-one custodian for modern RIAs, announced a new partnership with Vanilla, the modern estate planning solution for ...

September 15, 2025 | Monday | News
Percent Unveils Separately Managed Accounts, Bringing Custom Private Credit Portfolios to a Broader Class of Investors

Percent, the private credit marketplace platform focused on asset-based lending, announced the launch of Separately Managed Accounts (SMAs), a new invest...

September 15, 2025 | Monday | News
TIFIN Give Launches Tax Intelligence to Help Advisors Unlock Strategic Philanthropy Through Donor-Advised Funds

TIFIN Give, the first donor-advised fund (DAF) platform designed for growth, announced the launch of Tax Intelligence. This new capability helps financia...

September 12, 2025 | Friday | News
FIDx Surpasses $3 Billion in Transactions as Annuity Adoption Accelerates Across Wealth Management

Fiduciary Exchange LLC (FIDx), the company empowering financial advisors to seamlessly incorporate annuities into their clients' portfolios, announced it...

September 11, 2025 | Thursday | News
Sigma360® Strengthens Leadership Team to Accelerate AI-Powered Risk Intelligence and Compliance Solutions

Sigma360®, the definitive AI-powered risk screening and monitoring platform, announced the expansion of its core leadership team, with the addition o...

September 10, 2025 | Wednesday | News
Broadridge Acquires iJoin to Advance Personalized Retirement Technology and Participant Engagement

Global Fintech leader Broadridge Financial Solutions, Inc. announced that it has acquired iJoin, a leading retirement plan technology provider ...

September 10, 2025 | Wednesday | News
Sanctuary Wealth and Centeras Private Wealth Expand with Addition of Richard LeSavoy, CFP®, Bringing Total Client Assets to $175M

Sanctuary Wealth (Sanctuary), providing elite financial advisors the freedom, flexibility, control and choice to thrive in an evolving industry, welcomes...

September 09, 2025 | Tuesday | News

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