CircleBlack Partners with Robertson Stephens to Launch the Firm’s Wealth Management Digital Hub
CircleBlack has partnered with Robertson Stephens to serve as the firm’s digital hub, including a one-stop client portal as well as a centralized platform that seamlessly connects various third-party applications.
Andes Wealth Technologies Launches Total Client Onboarding and Communication Platform
Andes Wealth Technologies, an innovative wealth technology company, announced today the release of an integrated, comprehensive, and powerful client onboarding and communication platform to help advisors enhance client relationships and better manage their practices.
Orion Aims For New Horizons With Trio of New Growth and Marketing Leaders
Following its groundbreaking merger with Brinker Capital and strategic acquisition of HiddenLevers, Orion Advisor Solutions has assembled a new team of growth and marketing executives to fuel its ongoing innovations to win new business.
Klarna launches carbon footprint insights for 90 million consumers
Klarna today announces the launch of CO2 insights for all shopping purchases as part of its 1% pledge, involving the donation of $10 million to initiatives supporting planet health
Credibly Announces Second Offering of Asset-Backed Securities
Today, Credibly announced its second offering of asset-backed securities (ABS) with the issuance of three classes of notes totaling $65.77 million.
THE TIFIN GROUP Closes Series B Round with J.P. Morgan, Morningstar & Broadridge as...
The TIFIN GROUP, a fintech platform with ten active operating companies for the asset and wealth management industry, today announced the closing of $22.3 million in series B funding and the addition of three strategic investors to its capital partner group
d1g1t AND CONQUEST PLANNING ANNOUNCE STRATEGIC PARTNERSHIP TO INTEGRATE KEY OFFERINGS
d1g1t, Inc., and Conquest Planning Inc., (Conquest) today announced the formation of a strategic partnership to provide a modern, seamless and top-flight technology solution to financial firms and advisors.
Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline
Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform
Skience Continues Expansion of Leadership Team with Appointment of Chris Zuczek to Newly Created...
Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.
Retail Reopens As British Start-Up Takes On Amazon In Battle To Win Crowds Back...
Mustafa Khanwala has developed technology that enables customers to skip the checkouts by using their smartphone to scan and pay for goods, meaning you may never waste time in a shopping queue again.