Pluto Financial Technologies secures seed funding to launch platform enabling investors to borrow against private market ...

The platform will adhere to stringent standards of governance, data protection and regulatory compliance, ensuring a secure ...

Eton Solutions will be the exclusive technology partner for the newly launched Trigen Wealth, a full service Multi-family office. Trigen Wealth will use Eton’s Administrative Family Office (AFO) ...

NEW YORK--(BUSINESS WIRE)--OneVest, a leader in wealth management technology, today announced the launch of its platform capabilities in the United States. The company’s highly configurable platform ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...

Integration of BNY Pershing's Wove Platform Allows Sanctuary Partner Firms to Elevate Client Experience INDIANAPOLIS, Dec. 11, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), providing elite ...

Fintech firm OneVest is expanding its ambitions in the wealth space with a new platform to help firms provide customized services at scale. On Monday, the wealth tech firm announced the launch of its ...

Partnership delivers flexibility and control over workflows, simplifying estate planning processes for 2,400+ Advyzon advisors Wealth.com, the leading end-to-end estate planning platform for financial ...

Singapore-based digital wealth management platform iFast has agreed to acquire a 30 percent stake in financial advisory firm Financial Alliance Corporation for SGD19.6 million (USD14.5 million), ...

The relatively modest investment could burnish the growth strategy of iFast, which is on track for a multi-year growth trajectory Read more at The Business Times.

DFSA-licensed firm introduces hybrid advisory model with 0.75 per cent portfolio management fee and $25 minimum investment ...

Choice Wealth to deploy digital investment platform for India Post Payments Bank. Axis Finance launches Vyapar Business Loan ...