The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Prospecting Tools, sponsored by AdvisorEngine Inc.®, a provider […]
It’s that time of year when independent financial advisors, RIA leaders, and practice managers can shape the future of advisor technology. The annual T3 / Inside […]
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced that financial planning will be a new offering on their […]
Focal, an AI-powered productivity platform purpose-built for financial advisors, announced today that it has raised a $5 million seed round from top venture capital and wealth […]
Orion announced a refreshed visual identity that reflects the company’s innovation, momentum, and commitment to advisor success. The updated branding comes on the heels of a landmark […]
iAltA Holdings (“iAltA”), backed by WestCap, announced that former Envestnet co-founder and CEO Bill Crager has joined the company’s founding team, where he will focus on creating more intelligent […]
Syntax, a financial data and technology provider, announced the launch of its proprietary Syntax Market Share Data, a first-of-its-kind product that will make it easy and […]
Flourish, a platform that helps registered investment advisors (RIAs) execute on holistic financial plans to secure their clients’ financial futures, announced an expanded integration between its […]
Hamachi.ai (“Hamachi”) today announced its official launch, unveiling a breakthrough AI-powered communication platform that streamlines and accelerates dialogue across the wealth management ecosystem. Founded by fintech innovators Eric Clarke (Orion), Brian McLaughlin (Redtail), Mike […]
For the second year in a row, Kwanti was named the winner of the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com […]