FinMason will Redistribute OWL Analytics’ ESG data via Proprietary API FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, has announced […]
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B […]
Massachusetts Mutual Life Insurance Company (MassMutual) and Stone Ridge Asset Management (Stone Ridge), an asset manager with more than $10 billion in assets under management (AUM) that […]
Fidelity Adds Multi-Account Opening, Multi-TOA (Transfer-of-Assets) Capabilities and More to its Fully Digital Onboarding Experience Fidelity Expands Digital Service Tools, Leveraging the Power of its Deep […]
~ Innovative, AI-driven technology synchronizes the RIA and Custodian technology stack to automate over 100 common workflows and tasks; Brings efficiencies, scale and cost savings across […]
StockOpter.com, an industry leading application for equity compensation valuation and risk analysis has been completely redesigned and enhanced. This new version of StockOpter is now available […]
Bicknell invests $1.8 million, joins Lifeworks Advisors’ Board Lifeworks Advisors, a growth oriented independent RIA firm, announced today that the company has received a strategic investment […]
Deal Could Really Move the Needle for LPL LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of leading retail investment advisory firm and independent broker/dealer […]
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that BodesWell.io, a self-service financial planning company, has selected FinMason […]