Sycamore Integrates with Quik! to Enhance Data Accuracy and Efficiency for Advisors
Green, clean and efficient. That’s form workflow automation in a nutshell – and more wealthtech providers are making that a realizable goal for advisors....
AlphaTrAI Rebrands to Praxis Solutions
AlphaTrAI, the Bill Dwyer-led provider of tech-enabled services and solutions for the wealth and asset management industries, has announced a rebrand to Praxis Solutions....
FORG Provides Turnkey, White-Lable Tech and Real Solutions to Family-Offices
More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...
FusionIQ Names Eric Noll CEO, Secures Major Growth Investment
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
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
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
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
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
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
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...