Tag: RIA

Savvy Wealth, an AI-native registered investment advisor (RIA) serving independent financial advisors, has rolled out its own private markets programme, giving advisors on its...

Savvy Wealth, an AI-native wealth management platform serving independent financial advisors, has rolled out Savvy Custodial Platform, a new custody offering designed for registered...

WealthReach, an AI-driven organic growth platform designed for RIAs and wealth managers, has joined forces with Domain Money and Savology to help advisory firms...

Pave Finance, the AI-powered portfolio management platform built for financial advisors, has closed a Series A funding round worth more than $15m, surpassing its...

&Partners, an advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility and community, has named Wealth.com, an AI-powered estate and tax planning...

Savvy Wealth, an AI-native registered investment advisor for independent financial advisors, has closed a $100m Series C funding round.

Aquiline, a global private investment firm focused on financial services and technology, has entered into a definitive agreement to invest in Flourish, an innovative...

Brookwood Investment Group, a Phoenix-based registered investment advisor, has partnered with Amplify Technology, LLC, an AI-native WealthTech platform built on a data lake architecture,...

Vestmark, a leading provider of wealth management technology and services, has been named by Vanguard to support Vanguard Custom Model Portfolios, a new offering...

WealthReach, an AI-powered organic growth platform for registered investment advisors and wealth management firms, has launched a two-way integration with SageContent, an all-in-one video...