Fintech

Displaying 4649 results
Sanctuary names Envestnet’s Robert Coppola as new CTO
YOUR PRACTICE FINTECH MAY 20, 2024
Sanctuary names Envestnet’s Robert Coppola as new CTO

The growth-focused RIA is advancing its digital strategy for advisors, including plans for AI and enhancing its TAMP and fee-for-planning platforms.

Gratus Capital brings hedge funds to clients with iCapital alliance
YOUR PRACTICE ALTERNATIVES MAY 16, 2024
Gratus Capital brings hedge funds to clients with iCapital alliance

The investment advisory firm’s new fintech partnership marks the first phase of its broader comprehensive strategy.

Pontera unveils 401(k) mega-partnership with Stifel
YOUR PRACTICE RETIREMENT PLANNING MAY 14, 2024
Pontera unveils 401(k) mega-partnership with Stifel

The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.

Flourish forges integration partnership with RightCapital
YOUR PRACTICE FINTECH MAY 14, 2024
Flourish forges integration partnership with RightCapital

Fintech partnership aims to enhance advisors’ financial planning with a broader-picture view of clients’ finances.

Envestnet and Salesforce team up against financial planning data gap
YOUR PRACTICE FINTECH MAY 13, 2024
Envestnet and Salesforce team up against financial planning data gap

The new integration aims to give advisors fuller visibility over clients’ wealth journeys with unified financial and behavioral data.

Caution remains the watchword when it comes to AI
YOUR PRACTICE FINTECH MAY 10, 2024
Caution remains the watchword when it comes to AI

The appeal of time-saving tools are obvious but there remains confusion around implementing a cohesive AI strategy, says advisor.

Blackstone set to make debut on CAIS alts platform
YOUR PRACTICE ALTERNATIVES MAY 09, 2024
Blackstone set to make debut on CAIS alts platform

Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.

MassMutual and iCapital unveil expanded alts platform
YOUR PRACTICE ALTERNATIVES MAY 09, 2024
MassMutual and iCapital unveil expanded alts platform

The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.

Fintech startup Archive Intel secures $1M seed funding
YOUR PRACTICE FINTECH MAY 09, 2024
Fintech startup Archive Intel secures $1M seed funding

The wealth tech provider is broadening its communications archiving and compliance footprint and boosting its AI capabilities.

AdvicePay eyes next growth chapter with new president
YOUR PRACTICE FINTECH MAY 08, 2024
AdvicePay eyes next growth chapter with new president

The fintech platform catering to fee-for-service financial planners has elevated a key team member to its executive leadership.

Ategenos reveals “next-generation TAMP” for wealth firms
YOUR PRACTICE FINTECH MAY 07, 2024
Ategenos reveals “next-generation TAMP” for wealth firms

The firm founded by ex-Brinker Capital execs has unveiled an integrated platform that can meet the needs of RIAs, family offices, and institutions.

Future Capital forges 401(k) partnership
YOUR PRACTICE RETIREMENT PLANNING MAY 07, 2024
Future Capital forges 401(k) partnership

The tech-enabled RIA is helping a privately owned broker-dealer arm its advisor network with a new solution for managing held-away retirement assets.

Advisor360 strikes new wealth tech partnership
YOUR PRACTICE FINTECH MAY 07, 2024
Advisor360 strikes new wealth tech partnership

The fintech provider is helping a national independent broker dealer and RIA drive its next phase of growth with a host of advisor tools.

Tech firm takes generative AI to the RIA space
YOUR PRACTICE FINTECH MAY 06, 2024
Tech firm takes generative AI to the RIA space

First-of-its-kind RIA GPT promises to boost advisors’ productivity and enhance client outcomes, while still complying with SEC rules.

iCapital unveils model portfolios for alts-focused advisors
YOUR PRACTICE ALTERNATIVES MAY 06, 2024
iCapital unveils model portfolios for alts-focused advisors

The leading alternative investments provider is rolling out a suite of asset-allocation strategies across private equity, private credit, and real assets.

Robinhood’s crypto business under fire after SEC warning
YOUR PRACTICE ALTERNATIVES MAY 06, 2024
Robinhood’s crypto business under fire after SEC warning

The stock trading platform is facing an enforcement action as the federal regulator continues to crack down on digital assets.

Betterment bolsters advisor offering with enhanced XYPN partnership
YOUR PRACTICE FINTECH MAY 02, 2024
Betterment bolsters advisor offering with enhanced XYPN partnership

The wealth tech provider is giving fee-only advisors access to more resources and lowering barriers for those just getting started.

FusionIQ launches platform for breakaway advisors
YOUR PRACTICE FINTECH MAY 02, 2024
FusionIQ launches platform for breakaway advisors

From portfolio management to compliance and client onboarding, the new offering takes direct aim at common headaches for independent practices.

Wealthtech startup Altruist ascends to $1.5B valuation
YOUR PRACTICE FINTECH MAY 02, 2024
Wealthtech startup Altruist ascends to $1.5B valuation

The LA-based fintech challenging goliaths Schwab and Fidelity secures new fundraising after its revenue quintupled in 2023.

Alti Global taps tech VC vet for new private-market strategy
YOUR PRACTICE ALTERNATIVES MAY 01, 2024
Alti Global taps tech VC vet for new private-market strategy

The multibillion-dollar alts platform’s new fund offers exposure to high-potential private tech companies across the US, Europe and Asia.