Tag:
financial advisors
News
Snappy Kraken Introduces Snappy AI to Help Financial Advisors Optimize Marketing Campaigns
Snappy Kraken has launched Snappy AI, an AI-powered marketing operations coworker designed to help financial advisors and marketing teams analyze campaign performance, identify follow-up...
News
Altruist Broadens Alternatives Marketplace to Deliver Pre-IPO Special Purpose Vehicle Investments for Financial Advisors
AI-forward wealth technology and custody platform Altruist has officially announced the expansion of its alternatives marketplace to include pre-IPO special purpose vehicles (SPVs).
The platform...
News
Conquest Planning Delivers Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
Conquest has expanded its AI-powered financial advice platform to independent financial advisors and registered investment advisers (RIAs), making its Strategic Advice Manager (SAM) available...
News
Savvy Wealth Secures $100M Series C Led by Halo Fund to Scale AI-Driven Wealth Management Architecture
Savvy Wealth has raised $100 million in an oversubscribed Series C funding round led by Halo Fund, bringing its total funding to more than...
Investment and Budget Allocation
CAIS Strengthens Alternative Investment Platform With 40 New Strategies
Alternative investment platform CAIS announced that nearly 40 leading alternative asset managers have introduced strategies on its platform over the past six months. The...
News
Vanguard Launches Custom Model Portfolios for Financial Advisors
Vanguard, one of the biggest players in investment management, has recently launched an innovative feature of its wealth management offering called Vanguard Custom Model...
News
401GO Names Brad Sawaya CFO and Marc Jacobs CRO to Support Business Expansion
Leading 401(k) retirement plan provider 401GO announced two executive appointments, Brad Sawaya as Chief Financial Officer (CFO) and Marc Jacobs as Chief Revenue Officer...
News
Wealth.com and FMG Partner to Expand Estate and Tax Planning Resources for Financial Advisors
Wealth.com, a tech-driven estate planning platform, has partnered with a wealth management marketing provider FMG Suite for a long-term strategic technology collaboration. It was...
