Tag: financial advisors

Zeplyn, a WealthTech company founded by former Google engineers, focuses on streamlining workflows for financial advisors through AI-powered solutions.

In today’s rapidly shifting financial landscape, it’s critical for investment advisors to fully understand their clients’ investments in digital assets.

Advisors navigating the fast-paced world of wealth management face increasing demands for seamless data access.

Wealth.com, a pioneer in AI-enhanced estate planning, has announced a significant financial milestone, successfully securing $30m in Series A funding. The round was spearheaded by...

SigFig, a prominent provider of digital wealth management solutions, has enhanced its Engage platform for financial advisors with new AI functionalities.

FusionIQ, a leading provider of digital wealth management solutions, and interVal, a prominent software provider for wealth management insights, have officially entered into a...

Savvy Wealth, a digital platform tailored for financial advisors, has announced the closure of its Series A, bringing in an additional $15.5m.

In a significant regulatory update, the IRS is set to introduce Form 1099-DA in 2025, a new requirement for digital asset reporting that will affect financial advisors and their clients deeply.

Wealth management is not just about augmenting capital—it’s equally about safeguarding it. In an era where market fluctuations can be swift and severe, the essence of wealth management lies in its dual approach: growth and security. This balance is maintained through meticulous risk management strategies, which play a pivotal role in helping clients achieve their financial goals while minimizing potential risks.

Jump, an AI software for financial advisors, announced today that it has secured a funding round of $4.6m.