Tag: financial advisors

Jump, an artificial intelligence platform for financial advisors, has raised $80m in a Series B round to accelerate the development of its AI-native operating...

Wealth.com, a modern planning platform for wealth management firms, has launched a proprietary tax planning solution designed to unify tax, estate and execution workflows...

FINNY, an AI-powered prospecting and marketing platform built for financial advisors, has formed a new relationship with Osaic, a major provider of wealth management...

Wealth management is experiencing a fundamental shift in how advice is delivered and perceived. Client expectations are no longer anchored to annual reviews or...

FINNY AI Inc., an AI-powered prospecting and marketing platform built specifically for financial advisors, has closed a $17m series A funding round to accelerate its rapid growth and product expansion across the wealth management industry.

Ani Tech, an agentic AI platform for financial services, has launched Ani Pulse, a new AI-powered command centre designed specifically for financial advisors in...

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

Pave Finance, a New York-based next-generation WealthTech company specialising in portfolio automation and personalisation tools for investment advisors, has announced a major integration with...

Nevis, an AI platform for wealth management, has emerged from stealth with fresh backing as it looks to overhaul how financial advisors work. The company,...

For financial data providers, distributing data efficiently to advisors has long been a complex challenge. With advisors increasingly reliant on WealthTech platforms for everything...