November 19, 2024
Robinhood Markets, Inc. has entered into an agreement to acquire TradePMR, a custodial and portfolio management platform for Registered Investment Advisors (RIAs). With over 25 years […]
October 9, 2025
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 […]
October 9, 2025
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 […]
October 8, 2025
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 […]
October 8, 2025
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 […]
October 1, 2025
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 […]
October 1, 2025
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 […]
September 25, 2025
Advyzon and Advyzon Investment Management (AIM), were both named winners at the 2025 WealthManagement.com Industry Awards. The annual competition and industry-leading awards program often referred to […]
August 8, 2025
InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisors increase productivity and deliver greater […]
August 7, 2025
New platform allows advisors and clients to benefit from institutional-grade strategies at a low cost Advyzon Investment Management (AIM), a unified investment solutions platform within Advyzon, today announced […]
July 30, 2025
Under GTCR’s ownership, FMG will expand AI capabilities, scale enterpriserelationships and pursue front-office innovation GTCR, a private equity firm, has announced that it has signed a […]
July 30, 2025
Syntax Data, a financial data and technology provider offering data-optimized custom index solutions, is at the heart of two major ETF launches reshaping sector-focused investing and […]
July 29, 2025
Nitrogen, a leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, announced a partnership with Indivisible Partners, a modern RIA platform […]