CapIntel, a leading fintech company supporting wholesalers and investment advisors, recently added new proposal-building functionality to its platform to help Registered…
Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive…
The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for fi…
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets Joi…
George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era. LOS ANGELES – June 27, 2023 …
A recently published study of the fiduciary adviser industry, the 2023 Investment Adviser Industry Snapshot (Snapshot), shows continuing strength in the space, despite –…
Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited inv…
Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations. LOS ANGELES – June 13, 2023 – Docupace, the leader in cloud-…
Advisor Group recently announced it welcomed four new advisors, bringing $410 million in client assets under advisement (AUA). The group joined Capitol Financial Solutio…
CoastalOne appointed former President and CEO of Cetera subsidiary First Allied Securities and Executive Vice President and CEO of Corporate RIA at Advisor Group Kevin M…
AlphaTrAI, the tech-driven, San Diego-based asset management firm that leverages artificial intelligence to deliver investment results, has added a third industry vetera…
Publisher's Note: TIFIN has forged a unique path in the wealthtech space since its inception and today's annuoncement below continues in that tradition of innovation for…