Tag: financial advisors

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.

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.