Tag: financial advisors

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.

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.