Tag: financial advisors

Wealthbox, a New York City-based CRM software platform for financial advisors, has secured a $200m strategic majority investment from Sixth Street Growth. According to FinSMEs,...

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.

Seeds, a US-based WealthTech company focused on modernising investment experiences for financial advisors, has raised $10m in a Series A funding round.

iCapital has announced the acquisition of Citi Global Alternatives, LLC, an indirect subsidiary of Citi and the adviser to Citi Wealth’s global alternative investment platform.

Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.

In today’s rapidly evolving wealth management landscape, staying relevant is not just important for advisors—it’s essential. With intense competition and ever-changing client expectations, the ability to meet clients where they are and provide timely, personalised advice can set a firm apart. The key to achieving this lies in combining data-driven insights with scalable solutions that enhance the overall client experience.

Trust & Will, a leading digital estate planning platform, has raised over $25m in its Series C funding round.

FINNY, an AI-powered prospecting and marketing platform designed for financial advisors, has received a personal investment from Ritholtz Wealth Management CEO Josh Brown, who has also joined its advisory board.

Gen Z is demonstrating a strong commitment to financial planning, prioritising long-term financial security over short-term luxuries, according to a new study.

Zocks, a privacy-first AI platform focused on enhancing client intelligence for financial advisors, has secured $13.8m in its Series A funding round.