Tag: Digital wealth management
Marstone, known for its pioneering role in digital investment and wealth planning, has successfully raised $8m in a Series B financing round.
FusionIQ, a pioneer in cloud-based wealth management solutions, and Kinecta Federal Credit Union, renowned for its member-centric financial services, are partnering with to enhance digital offerings.
Arete Wealth - A full-service Broker-Dealer (BD) has announced the launch of a direct-to-consumer digital wealth platform.
Woodforest National Bank aims to bring Marstone's digital wealth management solutions to its customers as part of a new partnership between the firms.
Marstone, a top-tier digital wealth technology firm, has entered into a partnership with American Bank & Trust, N.A., a community bank commanding $500m in assets.
Digital wealth management tools have surged in popularity, providing individuals with affordable access to professional investment services. However, with a plethora of options available, selecting the ideal platform can be challenging. Here are some crucial factors to keep in mind when making your decision.