wealth management

Creative Planning has unearthed an acquisition of MASECO LLP, a London-based RIA, as an effort to reinforce its worldwide footprint and cross-border wealth management...

Datalign Advisory has announced the industry-wide rollout of its agentic AI platform, enabling advisory firms to deliver highly personalized, client-facing digital experiences. In contrast...

WisdomTree, Inc. a global financial innovation company, and Halo Investing, Inc. ("Halo") have declared the formal unveiling of the Halo-WisdomTree Structured Income Strategy that...

Praxis Solutions has introduced WealthHawk, a money-in-motion intelligence platform designed to help financial advisors drive organic growth by identifying households experiencing major financial life...

OneVest Technologies Inc. has announced the launch of its AI-native Agentic Wealth Operating System, a next-generation platform designed to eliminate hours of manual work...

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...