Tag: Wealthbox
GReminders survey: AI boosting advisor productivity
GReminders, a meeting and automation management platform for financial advisors, has published the results of its latest engagement survey, revealing significant productivity gains among...
Wealth management CRM Wealthbox lands $200m investment
Wealthbox, a New York City-based CRM software platform for financial advisors, has secured a $200m strategic majority investment from Sixth Street Growth.
According to FinSMEs,...
Zeplyn lands $3m to enhance advisor efficiency with AI-driven platform
Zeplyn, a WealthTech company founded by former Google engineers, focuses on streamlining workflows for financial advisors through AI-powered solutions.
AI firm Jump raises $4.6m to enhance financial advisory services
Jump, an AI software for financial advisors, announced today that it has secured a funding round of $4.6m.
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