Lamplighter Group, a newly established boutique advisory firm providing senior executives, investors, and legal counsel with strategic intelligence, anno...
d1g1t, a leading enterprise wealth management technology provider, announced that Oxford Financial Group, Ltd., one of the largest independent registered...
Trading Technologies International, Inc. (TT), a global capital markets technology platform services provider, earned "category leader" status in Chartis...
Oscilar, the AI Risk Decisioning™ platform for onboarding, fraud, credit, and compliance, announced it has been recognized with two major industry ...
Wolf & Company, P.C., a nationally recognized CPA and business consulting firm serving financial institutions across the United States, announced a s...
Robo.ai Inc., a company dedicated to building a global intelligent technology platform, announced a strategic investment in Arkreen through DePIN technol...
Alphastream, an AI-native platform that empowers private credit firms to transform unstructured data and streamline workflows to accelerate investment de...
A new study conducted by MoneyThumb, a leader in automated document evaluation and fraud detection solutions, in partnership with deBanked, a leading pub...
GreenHill Investment Reporting announced that its ReportQuest platform has been selected by Integrated Partners, a $22 billion AUA registered investment ...
Betterment Advisor Solutions, an all-in-one custodian for modern RIAs, announced a new partnership with Vanilla, the modern estate planning solution for ...
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...
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