Tag:
financial advisors
News
Zocks Secures $45M Series B to Expand Agentic AI From Advisor Efficiency to Growth
Zocks, a privacy-first AI platform built for financial advisors, has raised $45 million in Series B funding to accelerate the evolution of its technology...
Investment and Budget Allocation
Indivisible Partners Welcomes Pat Corry as Partner and Chief Revenue Officer
Indivisible Partners ("Indivisible"), an advisor-owned growth partnership built for elite independent financial advisors, announced the addition of Patrick Corry as Partner and Chief Revenue Officer....
Investment and Budget Allocation
FINNY Raises $17M Series A to Accelerate AI-Driven Growth for Financial Advisors
FINNY AI Inc. is an AI-driven prospecting and marketing platform for financial advisors. The company has raised $17 million in Series A funding to...
Performance Metrics and Analytics
DataDasher and Orion Partner to Create AI-Driven Unified Workflow for Financial Advisors
DataDasher AI has announced a strategic collaboration with Orion and Redtail to deliver a next-generation AI workflow platform that unifies portfolio data, CRM insights,...
Leadership and Team Management
Jump Acquire Mobile Assistant to Expand AI Leadership for Advisors
Jump, a leading provider of artificial intelligence solutions for financial advisors and services, has acquired Mobile Assistant, a pioneer in advisor transcription services. The...
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...
