Home Search
IAT - search results
If you're not happy with the results, please do another search
TheALTinvestor: How Technology Is Opening Alternatives To Everyone
Everyone should have the ability to invest in the best real estate opportunities, but few do. But there are some companies on the fintech frontier that are working to change that, including CalTier.
Driving Client Centricity Through Wealth Advisory Productivity
The wealth management industry is continuously evolving with digitalisation, mass amounts data and increasing numbers of new tools and platforms available.
Advisor Tech Talk: 11/30/21
RIAs are making an expansion push in the final stretch of the year. Financial advisors shared their preferences for a digital wealth platform. And an opportunity to take a masterclass has emerged.
Top 5 VC Deals of the Week in Digital Wealth (11/30/21)
We're back with a fresh round of new Top 5 VC deals, and our top deal came in at $55M this week, with every deal coming in at $200M+.
Fintech Corner: A Time to Reflect on What We’re Thankful For
This time of year, many American families gather around the table and take a moment to tell each other what they are most thankful for. But to the Australian co-founders of Practifi, Thanksgiving is a new experience.
WEALTHTECH INSIDER: 3 Surprises From Orion’s Tax Management Survey
There is a growing disconnect between what investors want from their advisors, and how advisors feel they should use their time. Recently, Orion surveyed both groups to uncover potential opportunities for advisors.
Fintech Luminaries – Meet Brad Roth of THOR Financial Technologies
For our latest FINTECH LUMINARIES feature, we'd like you to meet Brad Roth of THOR Financial Technologies, which provides solutions that enables advisors to deploy their client portfolios in a more intelligent way with a main focus on managing risk.
Publisher Notes For 11/23/21
Greetings from Digital Wealth News™ ! This Thanksgiving week we have a new Fintech Luminaries post for your and review the mass institutional adoption of crypto. We finish up on a playful note with a humorous post featuring noted blockchain entrepreneur T. Gobble of FinTurk Farms - a must read!! Wishing you and yours a beautiful holiday! | Cindy Taylor, Publisher
ComplySci Acquires Illumis, Premier Technology Provider To Financial Services Firms And Aggregator Of Political...
ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, announced today that it has acquired illumis Inc., a premier data aggregator and technology provider whose solutions are used by financial services firms to identify and mitigate risk from employee political contributions.
Blockchange Rebrands to BITRIA
The past year and half has seen major changes across the digital and crypto asset space, with the launch of a number of asset management tools, including Blockchange, Inc.’s BITRIA.