AlphaTrAI names Bruce Lavine President, Asset Management
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
Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...
Lance is the Self-Driving Banking Account for Solopreneurs
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
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
FusionIQ Introduces FIQ Freedom for Breakaway Advisors
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...
Sanctuary Wealth Enhances Technology Offering With Bny Pershing Platform Integration
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...
Study Shows Target Shareholders Spend More With Retailer
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%.
Envestnet | Yodlee and Productfy Enter Partnership for Early-Stage Startups to Embed Financial Products
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
BOZEMAN, Mont., May 25, 2022 /PRNewswire/ -- Digital Wealth News, a multi-tiered media platform spotlighting news, thought leadership, partner content and...
intelliflo Creates a New Global Leader in Financial Advice Technology
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.