TIFIN AMP Has Announted a Spinoff with Independent Series A Funding
Publisher's Note: TIFIN has forged a unique path in the wealthtech space since its inception and today's annuoncement below continues in that tradition of...
Docupace Appoints Leon Weiss as its New CFO
Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...
Digital Wealth News Launches AI & Finance™
Publisher's Note: After a short soft launch period, we're now proudly announcing the rollout of our new powerhouse media brand - AI & Finance™! ...
Sanctuary Wealth Expands Advisor Support Capabilities, Establishing New Business Consulting Division to Be Led...
Practice management and business consulting expert Laurie Burkhard has joined Sanctuary Wealth as its first Head of Business Consulting. In her new role, Ms....
OpCo Lands Distressed Debt Team from TD Cowen – Brief
Investment bank and wealth manager Oppenheimer & Co. Inc. recently announced it expanded its Fixed Income Division with the addition of ten distressed debt...
Seasoned FinTech Executive John F. Sweeney Joins AlphaTrAI as its New President
San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...
Diversify Advisor Network Acquires $645 Million Key Advisors Wealth Management
The Utah-based Diversify Advisor Network recently announced that Key Advisors Wealth Management, a Delaware-based fee-only firm with $645 million in assets under management, is...
Sanctuary Wealth Acquires tru Independence
Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...
Matthew Gotlin Takes On the Role of Chief Investment Officer for Choreo
Matthew Gotlin, CFA®, has been named Choreo's Chief Investment Officer. According to a company release, Gotlin will lead a team that creates client solutions...
Fresh Finance and Wealth Management GPT Announce Integration
Fresh Finance, a leading financial technology company, has forged a strategic alliance with Wealth Management GPT, a global provider of generative AI solutions for...