Tag:
financial advisors
News
Candidly Introduces AI-Driven Platform to Redefine Personalized Financial Guidance
Candidly has unveiled the Candidly Intelligence Center, a new enterprise-grade AI platform designed to deliver personalized financial guidance across diverse domains—from student debt management...
Investment and Budget Allocation
Amplify Reinvents Risk Assessment with Launch of QuantumRisk™
Proprietary risk engine gives advisors a radical upgrade from legacy models using a straightforward metric, helping build trust and protect portfolios from extreme market...
News
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice
Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced the successful close of a $72 million Series B...