AdvisorFinder launches AI visibility tool for advisors
AdvisorFinder, a Virginia Beach-based organic growth platform for financial advisors, has launched AdvisorFinder Intelligence, a platform built to show advisors how they appear online...
Bloomberg extends ASKB AI assistant to mobile devices
Bloomberg, the provider of the Bloomberg Terminal® service and the Bloomberg Professional mobile app, has unveiled a series of updates to ASKB, its conversational...
Snoop launches Future You savings visualisation tool
Snoop, a UK-based financial management app, has launched a new feature called Future You, designed to help customers visualise how their existing saving habits...
Robinhood’s TradePMR adds Artha portfolio tool
TradePMR by Robinhood, a provider of custody and technology for growth-focused registered investment advisers, has integrated with WealthTech platform Artha to bring AI-driven portfolio...
Siebert boosts FusionIQ investment in transformation deal
Siebert Financial, a diversified financial services company, has made an additional investment in FusionIQ, a cloud-native wealth technology company, alongside signing a strategic partnership...
VastAdvisor closes $1m SAFE round for growth
VastAdvisor, the AI-powered Organic Growth OS for wealth management firms, has closed a $1m SAFE funding round backed by senior figures from across the...
FINNY launches pay-as-you-grow pricing for advisors
FINNY, the AI-driven growth engine for financial advisors, has unveiled a new outcome-based fee structure named Pay-as-You-Grow, tying its charges directly to the growth...
Centricity secures $33m to grow wealth platform
WealthTech firm Centricity, an India-based wealth management platform serving finance and investment professionals, has reportedly closed a funding round worth approximately $33m.
The round was...
FCA eases compliance delegation for smaller AIFMs
The UK's alternative investment fund regime is heading for its biggest shake-up since AIFMD was first transposed into domestic law in 2013, after the...
Exante turns to AI to solve the developer performance puzzle
Measuring developer performance has long been one of the hardest problems in software management, and traditional metrics are proving increasingly unreliable, according to Exante...













