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...
Smarsh Extends Global Footprint with Strategic Expansion into Latin America
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
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...
Axtella adopts Sycamore Company’s Compensation Manager solution
WealthTech provider The Sycamore Company recently announced that Axtella, a network of two broker-dealers and an RIA, has adopted Sycamore’s Compensation Manager solution to...
FusionIQ and interVal Team Up to Target Next Big Digital Gold Rush
In a world where trillions of dollars are poised to shift from one generation to the next, the stakes for financial advisors have never...
PreciseFP’s New Referral Program Wants More Advisors in the Fast Lane
Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven...
Bridgemark Strategies Continues Growth Momentum With Key Hires After Launch of Bridge Marketplace Advisor...
Bridgemark Strategies has broadened its team of advisor-facing specialists, adding Jason Hawn, Timari Robison and Travis Boak as recruiting consultants. This expansion comes less than a year after...
Genstar Capital Takes on Docupace
The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...