Farther’s AUM Surges 5x Year-Over-Year, Surpassing $5B NEW YORK, Oct. 10, 2024 /PRNewswire/ — Farther, the leading technology-centric financial advisory firm, closed a $72 million Series…
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BlackCloak has raised $17M in a Series B funding round led by Baird Capital, with contributions from Blue Heron Capital, TDF Ventures,…
Flexible, scalable revenue management solution drives operational excellence TORONTO, Sept. 16, 2024 /PRNewswire/ – d1g1t, a leading wealth management technology company announced today…
Envestnet’s Revenue Manager Offers Asset Managers Comprehensive Suite of End-to-End, Enterprise-Class Billing Capabilities for Streamlined Processes and Elevated Productivity BERWYN,…
Collaborative venture sets a new standard for digital-first sales and marketing, revolutionizing engagement for the financial industry BERNARDSVILLE, N.J. /PRNewswire/ — FLX…
New Platform Aligns Haven Tower’s Award-Winning Strategic Communications Expertise with Branding and Marketing Solutions to Support Wealth Management Enterprises at…
FusionIQ’s Digital Wealth Platform Selected for Offerings That Address Community-Based Financial Institutions WOBURN, Mass., Jan. 3, 2024 /PRNewswire/ — FusionIQ, a…
TAMP provider and leading asset manager’s subsidiary partner to offer ETFs, mutual funds including equities, fixed income, real estate WOBURN,…
Banking Giant Joins Growing Roster of Top-tier Banking Groups as a Transcend Client NEW YORK, Nov. 15, 2023 /PRNewswire/ –…
SUMMIT, N.J., Oct. 23, 2023 /PRNewswire/ — Simplicity Group Holdings, Inc. (“Simplicity”) today announced it has entered into an agreement…