Sanctuary Wealth Welcomes $580 Million Velorum Wealth Management
Sanctuary Wealth, the Miami-based hybrid RIA, announced on Wednesday that Velorum Wealth Management, an Indianapolis practice with $580 million in client assets, has joined...
Sanctuary Wealth Attracts $225 Million CopperSky Wealth with Tech and Alts Offerings
Justin R. Koch, an Oklahoma-based advisor formerly with Edward Jones, has opted for independence for his $225 million practice and has joined Sanctuary Wealth....
World Investment Advisors Continues Technology Rollout
World Investment Advisors continues to build out its technology stack in an effort to provide its financial advisors with additional tools to improve their...
Breaking the Mold: eGOLI Wealth Advisors Joins Stifel’s Independent Channel
Marilyn Hoosen – a 20-year industry veteran and former Senior Financial Advisor at Merrill Lynch – is going independent, according to Stifel Independent Advisors...
Cambridge Advisors Now Have Expanded Access to iCapital® Alternatives Platform Capabilities
Cambridge Investment Research, the Iowa-based independent wealth management enterprise, has enhanced its relationship with iCapital, a global fintech platform focused on the alternative investments marketplace....
$8 Billion RIA NWF Advisory Group Becomes Artisan Capital Partners
A Los Angeles-based hybrid RIA with $8 billion in client assets under administration has changed its name from NWF Advisory Group to Artisan Capital...
SurgeONE.ai to Offer Financial Services Firms a Unified FinTech Platform for Compliance, Cybersecurity and...
Surge Ventures, the venture studio co-founded by FinTech entrepreneur and executive Sid Yenamandra, announced the launch of SurgeONE.ai, an integrated platform to provide compliance...
The Founders Arena WealthTech Accelerator Announces Spring 2025 Cohort Focused on AI, Automation, and...
ARLINGTON, May 12, 2025 /PRNewswire/ -- The Founders Arena WealthTech Accelerator, in partnership with First Rate, Inc., SEI® and the City of Arlington, today announced the selection of its Spring...
TradingBlock launches My IPO to give investors greater access to Initial Public Offerings
Online broker TradingBlock has launched what it calls “a disruptive, investor-centric platform” that provides investors of all levels with greater access to Initial Public...
Pontera to Provide 401(k) Account Management Capabilities to World Investment Advisors
Pontera, a New York-based fintech company, recently announced that it will provide World Investment Advisors with access to its platform, which allows financial advisors...