Tag: financial advisors

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.

Streetbeat, an AI-driven wealth management platform, has secured an investment from 3Lines Venture Capital’s Orbit Fund.

Jump, a provider of artificial intelligence (AI) solutions tailored for financial advisors and financial services firms, has secured $20m in a Series A funding round.

Aladdin Wealth, BlackRock's wealth management platform, has announced a collaboration with Zurich-based FinTech Investment Navigator to enhance its cross-border compliance and product suitability capabilities.

Habits Inc., a marketplace aimed at helping young families research, compare, and connect with vetted financial advisors, has announced the close of its $1.1m pre-seed funding round.

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.