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...
Sound Income Strategies’ ETF Ends Year as a Top Performer
Sound Income Strategies, a Florida-based RIA and money manager, saw its FXED ETF end 2023 in the top 1% of similar funds tracked by...
After Backing Companies Worth More Than $6 Billion With Initial Fund, Ross Fubini’s XYZ...
XYZ Venture Capital opened up about its mission, model and team for the first time when announcing its second fund. Building on the success of Fund I, which made early investments in companies now worth over $6 billion in aggregate value, XYZ’s new fund is dedicated to accelerating the growth and execution of early-stage companies.
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...
Docupace Promotes Elizabeth Pavlik to Chief Product Officer
In a move aimed at accelerating product innovation, Docupace, a leader in back-office automation for wealth management, has announced Elizabeth Pavlik’s promotion to Chief...
Smarsh Announces Enhancements to its Professional Archive Platform
RegTech firm Smarsh announced this week several enhancements to its Professional Archive offering. The new additions are focused on simplifying compliance processes for RIAs and broker-dealers,...
Vivaris Capital Retains Entoro Capital as Broker-Dealer
SAN DIEGO, Aug. 5, 2020 /PRNewswire/ -- Vivaris Capital, a private equity group focused on alternative asset investments, today announced that it...
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
Goldman Sachs Open Sources its Data Modeling Platform through FINOS
The Fintech Open Source Foundation (“FINOS”), together with platinum member Goldman Sachs (NYSE: GS), today announced the launch of Legend, Goldman’s flagship data management and data governance platform.
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.