Tag: Wealth management
Wealth management solution Envestnet acquires FolioDynamix from Actua
Envestnet, a wealth management and financial wellness solution, has acquired FolioDynamix from Actua Corp.
Appway launches regulatory review solution for wealth managers
Appway has launched a Regulatory Reviews for Wealth solution to help wealth managers comply with evolving regulations.
Delio bags $250k loan to launch new Manchester office
UK-based Delio has reportedly received a ?250,000 loan from Greater Manchester Export Fund to support the opening of its new office.
Personal Capital nabs $40m Series E extension
Wealth management provider Personal Capital has secured $40m in a growth investment, which is an extension of last years $75m Series E.
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