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Surge Ventures Acquires Kovair Software, Launches a Wealth Management Data Integration Platform
Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...
STANDARD DEVIATIONS PODCAST: Philip Courtenay – Humans and Money
This week on Standard Deviations , Dr. Daniel Crosby is joined by Philip Courtenay. Philip is a sought after consultant and speaker on financial...
MARTECH MINUTES: How AI Enhances Marketing Communications
Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marcom trategies.
Advisor Tech Talk (Week of 4/8/24)
It’s past time to put one of the ongoing advisor technology debates to bed.
For nearly 15 years, advisors and the workers...
The Week in Digital Wealth (4/8/24)
Are end-to-end solutions the future of finance?
That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access.
That said, regulators...
Decentralized Diaries for the Week of 4/8/24
Industry maturity (a rare occurrence) unfolded with the sector getting into gear.
Institutional players dictated the pace of events. Only time will tell how far...
Top 5 VC Deals of the Week in Fintech (4/8/24)
Stayin' in the lane
Well-established VCs generally stay in their lane (fintech category), often knowing the directions from traveling to the same...
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...
AI REGS & RISK: Riding the AI Wave – Out of the Lab And...
By Greg Woolf, AI RegRisk Think Tank
Remember when your iPhone was just for calls and texts? Fast forward to today, and it's your pocket-sized...
Top 5 VC AI Deals of the Week in AI 4/5/24)
Once again, this week we have an incredibly diverse group of companies (and categories) comprising our top 5 venture-funded AI deals for the past...