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WealthTech Leader Sid Yenamandra Forms Surge Ventures to Launch and Grow Startups at Intersection...

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Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...

Ameritas Investment Company, LLC Chooses Entreda, A Wholly Owned Subsidiary Of Smarsh, To Provide...

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SANTA CLARA, CA and LINCOLN, NE – Oct. 5, 2020 – Entreda, an award-winning developer of integrated cybersecurity software...

Advisor Tech Talk (Week of 10/16/24)

This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.  With...

FSI Vet Chris Paulitz Named to Haven Tower Advisory Board

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The former Financial Services Institute (FSI) executive, Christ Paulitz, joined Haven Tower Group's board of advisors, the communications, marketing and brand strategy agency for the wealth...

RegVerse, Adds Fusion1 to its Avery Platform

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Surge Ventures, the Menlo Park-based FinTech venture studio, recently announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fusion1...

FINTECH VIEWS: Active SEC Driving the Regtech Boom

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Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...

Kovair Partners with Boomi to Add Cloud-based Application Development to its Platform

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Kovair Software, a DevSecOps, DevOps, and Application Lifecycle Management enterprise, has joined the Boomi Technology Partner Program, bringing managed DevOps-as-a-Service to the Boomi Enterprise...

Advisor Tech Talk (Week of 4/15/24)

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Surge Ventures Acquires Kovair Software, Launches a Wealth Management Data Integration Platform

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Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...

Can NIST Guidelines Keep AI Trustworthy?

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Ever since ChatGPT became the fastest growing app in history, artificial intelligence has captured the world’s imagination. The expected implications of AI vary depending...