Tag: financial advisors

Snappy Kraken, a growth platform supporting marketing for wealth enterprises and advisory firms, has rolled out Office Hub, a new capability aimed at helping...

Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding surged 3x YoY in Q3 Funding surge was driven by a 14.4x growth...

Key US WealthTech investment stats in H1 2026: US WealthTech funding dropped 13% YoY in H1 Deal activity projected to decline 15% for 2026...

Snappy Kraken, a marketing technology firm serving the financial services sector, has introduced Snappy AI. The tool acts as an AI marketing operations coworker...

Pave Finance, the AI-powered portfolio management platform built for financial advisors, has closed a Series A funding round worth more than $15m, surpassing its...

April, an embedded, year-round tax platform designed to support smarter financial decision-making, has expanded its Integrated Tax Platform to give wealth management firms access...

AdvisorFinder, a growth platform built for financial advisors, has introduced a new offering called AdvisorFinder Intelligence, aimed at helping advisors understand and improve how...

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...

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...

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...