Tag: RIA

BIP Wealth, an Atlanta-headquartered registered investment advisor with more than $5.5bn in assets under management, has secured a strategic minority investment from Constellation Wealth...

Modern Wealth teams up with RISR to boost strategic business owner planning. Read how this new partnership empowers advisors

Copia Wealth Studios is redefining wealth management for family offices and high-net-worth individuals by solving a longstanding challenge in financial data aggregation. With clients juggling...

Altruist, a custodian built exclusively for registered investment advisors (RIAs), has secured $112m in its Series D funding round.

AdvicePay, a fee payment processing platform, has raised $2m in a seed extension round.