Press Release 1

AlphaTrAI names Bruce Lavine President, Asset Management

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AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, today announced that Bruce Lavine has been named President, Asset Management

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...
Press Release 3

Lance is the Self-Driving Banking Account for Solopreneurs

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Lance was built by a team of former freelancers based on the insight that the market is still struggling to manage everyday cash flow and income documentation across multiple income streams.

FP Alpha launches new tax tool for advisors, The Tax Snapshot

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FP Alpha announced today the launch of The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary of a client’s current tax return
NEWS BRIEF 3 Industry

FusionIQ Introduces FIQ Freedom for Breakaway Advisors

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FusionIQ, a provider of cloud-based wealth management solutions, recently launched FIQ Freedom on the FusionIQ One platform. FIQ Freedom was created to provide advisors...
NEWS BRIEF 3 Industry

Sanctuary Wealth Enhances Technology Offering With Bny Pershing Platform Integration

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Indianapolis-based Sanctuary Wealth recently announced the expansion of its Sanctuary One wealth management platform by leveraging BNY Pershing's Wove technology. The new arrangement with...
Press Release 2

Study Shows Target Shareholders Spend More With Retailer

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Bumped—the fintech company on a mission to create an ownership economy through fractional stock rewards—released data from their two-year pilot study showing that when Target customers become a shareholder in the brand, they increase their monthly spend 41%.
Press Release 1

Envestnet | Yodlee and Productfy Enter Partnership for Early-Stage Startups to Embed Financial Products

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Envestnet | Yodlee announced today it is partnering with Productfy, a developer-focused business-to-business (B2B) FinTech platform that provides embedded financial products

Digital Wealth News Expands its Industry Thought Leadership Platform

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BOZEMAN, Mont., May 25, 2022 /PRNewswire/ -- Digital Wealth News, a multi-tiered media platform spotlighting news, thought leadership, partner content and...
Press Release 1

intelliflo Creates a New Global Leader in Financial Advice Technology

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Consisting of five software businesses now under one brand, the new intelliflo will be able to offer its customers around the world a broader range of end-to-end solutions that span the advisory lifecycle, from financial planning and practice management to portfolio management solutions, digital advisory and managed services.