Tag : wealth management

Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools
Artificial Intelligence Fintech News

Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools

PR Newswire
by PR Newswire0
New collaboration provides Diversify advisors access to cutting-edge automation that enhances client meetings, documentation, and follow-up. Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify......
WealthAi and MDOTM Ltd Announce Partnership to Deliver AI-Driven Investment Capabilities for Wealth Managers
Artificial Intelligence Investment Services News

WealthAi and MDOTM Ltd Announce Partnership to Deliver AI-Driven Investment Capabilities for Wealth Managers

PR Newswire
by PR Newswire0
MDOTM Ltd’s AI platform Sphere will be available through the WealthAi MarketPlace, providing advisors and wealth managers with enhanced capabilities for portfolio construction, rebalancing, and automated reporting WealthAi, the leading AI Operating System for Wealth Management, and MDOTM Ltd, the global provider of AI-driven investment solutions for Asset and Wealth......
MyVest Partners with InvestSuite to Add Custom Model Building to SPS
Fintech Investment Services News

MyVest Partners with InvestSuite to Add Custom Model Building to SPS

Business Wire
by Business Wire0
New integration enables advisors to deliver more personalized, tax-efficient portfolios with custom-built firm models MyVest, a leading provider of enterprise wealth management technology, has partnered with InvestSuite, a global B2B InvestTech company, to offer custom model portfolio construction and management at scale. The integration gives either home offices or advisors......
Optifino Announces Two Key Additions to Leadership Team
Fintech InsurTech News

Optifino Announces Two Key Additions to Leadership Team

PR Newswire
by PR Newswire0
Insurance and wealth management industry veterans Ventrice Lam and Mark Forman join as Optifino completes capital raise and exits stealth mode Optifino, the digital BGA radically simplifying the life insurance experience, announced the addition of two industry veterans to its leadership team. Ventrice Lam has been appointed Chief Operating Officer, and Mark Forman has joined as Chief......
Aidentified Unveils New Product Tiers, Enhanced User Experience, and Welcomes Dan Cavanaugh as Head of Wealth Management
Fintech News

Aidentified Unveils New Product Tiers, Enhanced User Experience, and Welcomes Dan Cavanaugh as Head of Wealth Management

PR Newswire
by PR Newswire0
Aidentified,  the leading Wealth Networking Intelligence platform, announced significant enhancements to its product offerings and subscription pricing alongside the strategic hire of Dan Cavanaugh as Head of Wealth Management. These updates mark a major milestone in the company’s evolution as it continues to scale in support of financial professionals and......
Farsight Raises $16 Million in Funding, Announces Series A to Automate Financial Workflows and Decision-Making
Fintech News

Farsight Raises $16 Million in Funding, Announces Series A to Automate Financial Workflows and Decision-Making

PR Newswire
by PR Newswire0
Led by SignalFire, Farsight will use this round of funding to build on its innovative agent technology, powering revolutionary use cases and partnerships across the financial services sector Farsight, the pioneering technology company transforming workflows and insights at financial institutions, announced its Series A fundraise and $16M in capital raised. Working......
Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation
Fintech Investment Services News

Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation

PR Newswire
by PR Newswire0
Wealthbox, the #1-rated CRM software platform for financial advisors, announced that it has entered into a definitive agreement for a $200 million strategic majority investment from Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. The partnership marks a major milestone in Wealthbox’s evolution and positions......
Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors' Leading CRMs
Artificial Intelligence Compliance management News Security

Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors’ Leading CRMs

Cision PRWeb
by Cision PRWeb0
Bloks launches Wealthbox integration at Wealth Management EDGE 2025, delivering AI-powered CRM sync, 360° Relationship Intelligence, and built-in compliance for advisors. Bloks unveiled a native integration with Wealthbox, enabling financial advisors to sync AI-generated meeting notes and enriched client data directly into the CRM they already trust—all while maintaining the highest......
AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs
Fintech Investment Services News

AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs

Business Wire
by Business Wire0
AdvisorEngine integrates with custodian services provider focused on independent investment advisory firm growth AdvisorEngine, provider of an end-to-end wealth management platform, announced its integration with TradePMR, a custodian services provider for independent registered investment advisors (RIAs) at TradePMR’s SYNERGY25 conference. “AdvisorEngine and TradePMR are aligned on providing advisory firms with......
Amplify Hires Industry Veteran Mark Fischer as First Chief Operations Officer
Finance Fintech News

Amplify Hires Industry Veteran Mark Fischer as First Chief Operations Officer

Business Wire
by Business Wire0
Former Schwab Asset Management COO/CFO joins rapidly growing wealthtech platform as latest C-suite hire Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, announced it has hired Mark Fischer as the company’s first chief operations officer (COO). Fischer joins Amplify’s expanding C-suite roster as the firm continues......
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