Zoe Financial earned its second consecutive annual award from FinTech Breakthrough with a win in the "Wealth Management ...

Advisor technology platform combines behavioral planning, portfolio construction, and automation to serve as an ...

Advisory firms can now access custom AI agents with compliance-by-design framework through Datalign's new platform offering ...

This enterprise agreement makes Wealthbox available to users across the division's nationwide advisor network. With this partnership, Wedbush Wealth Management will use Wealthbox' ...

Quick Summary ・An AI-powered financial planning platform with human support ・Transparent, flat-fee pricing model ・In-depth financial planning services for holistic advice GET STARTED Pros ・Doesn't ...

Quick Summary ・Wealth management services for high-income earners ・Net worth tracking dashboard pulls in all of your ...

The world of wealth tech continues to turn this week, with two names announcing new hybrid RIA partnerships while a startup unveils an integrated AI solution to address firms' compliance, ...

Evermore Private Wealth opens in Burlington, Ontario, offering independent financial planning and unbiased asset ...

43 per cent of advisors identify tech enablement as their top priority However, half feel their firms are falling short in this area More than a third want more access to AI-powered tech – but ...

Composition Wealth, a nationally registered investment advisor (RIA) enterprise with over $10 billion in assets and 125 employees nationwide, today announced a merger with Edgewater Wealth Management ...