Tag:
financial planning
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...
News
Uprise and HoneyBook Team Up to Simplify Tax Planning and Financial Decisions for Small Businesses
Uprise, an embedded tax and advisory platform focused on simplifying tax filing and financial planning for entrepreneurs, has announced a new partnership with HoneyBook,...
News
Advyzon Integrates Andes Risk Expertise to Expand Behavioral Finance and Risk Analytics for Advisors
Advyzon, a leading all-in-one technology and portfolio management platform for financial advisors and investment managers, has announced a strategic integration of Andes Risk, an...
News
Zeni Launches AI Accounting Agent to Automate Complex Accounting Workflows
Zeni announced the launch of its AI Accounting Agent, an autonomous solution that handles transaction processing, reconciliations, flux analysis, and receipt matching with machine-level...
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IG Wealth Management Partners with interVal to Deliver Smarter Valuation and Growth Insights for Canadian Business Owners
IG Wealth Management (IG) has entered into a strategic partnership with interVal, a Canadian firm specializing in automated insights, to enhance financial planning support...
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...
News
Aspirion appoints Scott Doolittle as Chief Financial Officer
Aspirion, the healthcare technology revenue cycle management ("RCM") leader for denials, payment variance, and complex claims, announced the appointment of Scott Doolittle as its Chief...
