Tag: Digital wealth management

Digital WealthTech leader Marstone raises $8m in Series B funding

Marstone, known for its pioneering role in digital investment and wealth planning, has successfully raised $8m in a Series B financing round.

FusionIQ partners with Kinecta Federal Credit Union to revolutionize digital wealth...

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 debuts direct-to-consumer digital wealth platform

Arete Wealth - A full-service Broker-Dealer (BD) has announced the launch of a direct-to-consumer digital wealth platform.

Marstone announces partnership With Woodforest National Bank to deliver digital wealth...

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 partners with American Bank & Trust to enhance wealth management...

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.

Choosing the right digital wealth management tool for your financial success

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.

Smarterly launches second crowdfunding campaign with £2m goal

Smarterly, a robo-investing platform, has launched its second crowdfunding campaign with a goal of £2m.

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