wealth management

Docupace, a leading provider of AI-enabled back-office and compliance software for wealth management firms, announced the acquisition of InvestEdge, the trusted provider of regulatory...

Graphene Platforms Limited, Europe’s leading wealth management solution, announced the launch of Alpha Investment Office’s new regulated investment platform, delivered through Graphene’s authorised infrastructure. Alpha...

Uptiq has raised $25 million in Series B funding to scale its industry-ready artificial intelligence solutions and expand Qore, its AI orchestration platform designed...

Dispatch has announced upcoming early access to an automated account onboarding integration with Schwab Advisor Services, aiming to significantly reduce the time and operational...

FMG, the industry leader in marketing automation software for financial advisors and advisory firms, announced the appointment of Matt Newman as 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....

Commerce Bancshares, Inc. has completed its acquisition of FineMark Holdings, Inc., significantly expanding its private banking and wealth management capabilities while extending its geographic...

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...