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Investing in today’s world is vastly different from decades ago when brokers and advisors were viewed as the guardians of financial data. Now, investors have access to free online brokerage accounts at their fingertips and are able to create portfolios without feeling a desire for assistance.

Friends, wishing all our friends who celebrate a joyous Easter and beautiful Passover holiday this coming week.  In the meantime, more digital wealth sector news awaits as we explore Wyoming's role in the crypto revolution, visit with the team behind Two Prime Digital Assets and review automating both marketing and overall business processes in this week's content. READ UP! 

The digital asset industry’s U.S. center could soon be the sparsely populated, scenic western state of Wyoming, said John Sarson, CEO of Sarson Funds.

Leaders of most Financial Services firms and several Advisors keep wondering where and how to start automating their business processes for the best results. The answer to that is rather multifaceted.

Toronto-based, global wealthtech platform d1g1t, Inc. announced the addition this week of three U.S.-based leaders.

HOSTED by: Navigating Inflation, Interest Rates, and a...

BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...

By Gregory Bilecki TWIDW 4/12/22: Fed News & Market Impacts, and whoa - Walmart, McDonald’s,...

Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...

This week, our top deal came in at $775M for an Israeli-based B2B credit platform. B2B credit seems to be a growing category for fintech venture investment.