FORG Provides Turnkey, White-Lable Tech and Real Solutions to Family-Offices

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More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...
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FusionIQ Names Eric Noll CEO, Secures Major Growth Investment

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In a strategic move aimed at accelerating its presence in wealth management, FusionIQ has announced Eric Noll as its new Chief Executive Officer, replacing...

TradingBlock Introduces Executing Broker-Neutral Platform for Professional Traders, Active Traders and Asset Managers

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TradingBlock, a Chicago-based provider of custom trading technology solutions for institutions, individuals and RIAs, recently announced the launch of its new executing broker-neutral platform....

Smarsh Introduces AI-Powered Tool to Streamline Communications Surveillance

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Smarsh, a Portland, Oregon-based tech company that enables regulated organizations to capture, archive and monitor data from business communications, recently unveiled an AI-powered tool...

Sanctuary Recruits $2.2 Billion Centel Wealth

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The New Haven, Connecticut-based Centel Wealth Advisory, a practice with over $2.2 billion in individual client and institutional assets, joined Sanctuary Wealth, the firm...

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...

The Arkin Group Launches TAG Intel, Unlocking CIA-Level Geopolitical Intelligence for Wealth Management

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NEW YORK--(BUSINESS WIRE)--The Arkin Group (“TAG”)— a boutique strategic intelligence firm led by a former CIA leader Jack Devine— is proud to bring the...

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...

Smarsh Extends Global Footprint with Strategic Expansion into Latin America

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In a move to solidify its position in digital communications data and intelligence, Smarsh has announced the opening of its latest Center of Excellence...

AlphaTrAI Continues to Execute Growth Strategy, Acquires Anchor Advisory Services

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AlphaTrAI, an AI-driven technology solutions and services provider based in San Diego, has expanded its footprint by acquiring Anchor Advisory Services (“Anchor”), a scheduling...