Cambridge Advisors Now Have Expanded Access to iCapital® Alternatives Platform Capabilities
Cambridge Investment Research, the Iowa-based independent wealth management enterprise, has enhanced its relationship with iCapital, a global fintech platform focused on the alternative investments marketplace....
$8 Billion RIA NWF Advisory Group Becomes Artisan Capital Partners
A Los Angeles-based hybrid RIA with $8 billion in client assets under administration has changed its name from NWF Advisory Group to Artisan Capital...
SurgeONE.ai to Offer Financial Services Firms a Unified FinTech Platform for Compliance, Cybersecurity and...
Surge Ventures, the venture studio co-founded by FinTech entrepreneur and executive Sid Yenamandra, announced the launch of SurgeONE.ai, an integrated platform to provide compliance...
The Founders Arena WealthTech Accelerator Announces Spring 2025 Cohort Focused on AI, Automation, and...
ARLINGTON, May 12, 2025 /PRNewswire/ -- The Founders Arena WealthTech Accelerator, in partnership with First Rate, Inc., SEI® and the City of Arlington, today announced the selection of its Spring...
TradingBlock launches My IPO to give investors greater access to Initial Public Offerings
Online broker TradingBlock has launched what it calls “a disruptive, investor-centric platform” that provides investors of all levels with greater access to Initial Public...
Pontera to Provide 401(k) Account Management Capabilities to World Investment Advisors
Pontera, a New York-based fintech company, recently announced that it will provide World Investment Advisors with access to its platform, which allows financial advisors...
Docupace Taps SaaS Veteran Mary Nelson to Lead Next-Gen Client Experience
Docupace, the cloud-native engine quietly powering many of America’s financial advisors, thinks it has found the right person to overhaul that experience from the...
Prospera Financial Services Develops New Planning Program with Firm Paraplanner Support
Independent broker-dealer Prospera Financial Services recently announced it launched a new comprehensive financial planning service to help affiliated advisors best utilize Prospera paraplanner support to...
Essential Edge and RegEd Partner to Deliver “End-To-End Outsourced Solution” for Branch Exams
Third-party outsourced compliance services provider Essential Edge and RegEd, which delivers compliance solutions to financial services firms, have launched a partnership to deliver “an end-to-end...
Docupace’s PreciseFP Integrates with AI Notetaker Designed for Financial Planning
A new integration between PreciseFP, the data-gathering workhorse owned by wealthtech provide Docupace, and FinMate AI, an AI assistant built by former financial advisors,...