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Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced that it has appointed Vlad Anghel, Eric Peters, and Roger Romero as the newest members of its rapidly expanding sales team. Anghel, Peters and Romero will serve as senior account executives, supporting Practifi’s deepening presence within the wealth management industry. These hires reflect the company’s position as a leading player in the industry and its aggressive growth strategy.

CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with guidance for highly manual, often time-consuming tasks.

Prospect 33 is delighted to acquire the consulting business of 8of9, a New York-based regulatory consulting and technology firm. Prospect 33 and 8of9 have had a strong strategic partnership since early 2019 and this acquisition increases our high-level domain expertise and bolsters Prospect 33's Risk & Regulatory advisory capabilities.

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.

9/30/20 Happy Wednesday from Digital Wealth News™ ! Greetings...

FAIRFIELD, Iowa & SEATTLE--(BUSINESS WIRE)--Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today...