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Avise Financial co-founders Katrina Soelter and Leighann Miko RIA co-op
RIA
Avise Financial, A Technology And Services Co-Op For Advisors, LaunchesAvise Financial, A Technology And Services Co-Op For Advisors, Launches

The virtual platform is meant to streamline business administration and tech management for sub-$100 million advisors.

byRob Burgess, Technology Reporter
Jan 11, 2024
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1 Min Read
OneAdvisory Co-Founders Rafi Lurie, Madalyn Armijo and Rob Nance Dispatch fintech wealthtech
WealthTech
Data Management Platform OneAdvisory Raises $8M in Seed FundingData Management Platform OneAdvisory Raises $8M in Seed Funding
byDiana Britton
Jan 11, 2024
1 Min Read
Reed Colley Summit Wealth Systems
WealthTech
Summit Wealth Systems Partners With Brighton JonesSummit Wealth Systems Partners With Brighton Jones
byDavis Janowski
Jan 11, 2024
1 Min Read
InvestCloud CEO Jeff Yabuki
RIA
InvestCloud Names Jeff Yabuki CEOInvestCloud Names Jeff Yabuki CEO
byDiana Britton
Jan 10, 2024
1 Min Read
Vidiance Sander Ressler compliant videos
Regulation & Compliance
Compliance Consultant Launches Video Marketing BusinessCompliance Consultant Launches Video Marketing Business
byDiana Britton
Jan 9, 2024
1 Min Read
Envestnet CEO Bill Crager
WealthTech
What’s Next For Envestnet After Bill CragerWhat’s Next For Envestnet After Bill Crager
byRob Burgess
Jan 8, 2024
1 Min Read
Envestnet CEO Bill Crager
WealthTech
Bill Crager to Step Down as Envestnet CEO
Bill Crager to Step Down as Envestnet CEO
Jan 8, 2024
|
1 Min Read
byWealthManagement.com Staff
TIfin Marc McDonough TIFIN @Work
WealthTech
TIFIN, Franklin Templeton To Launch TIFIN @Work
TIFIN, Franklin Templeton To Launch TIFIN @Work
Jan 5, 2024
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1 Min Read
byRob Burgess, Technology Reporter
Greg-Makowski-desk.jpg
WealthTech
CFS Investment Advisory Services: It’s All About The Custodian
CFS Investment Advisory Services: It’s All About The Custodian
Jan 4, 2024
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1 Min Read
byRob Burgess, Technology Reporter
threads-app.jpg
WealthTech
Six Months After Threads’ Launch, Many Advisors Still Searching For An X Alternative
Six Months After Threads’ Launch, Many Advisors Still Searching For An X Alternative
Jan 3, 2024
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1 Min Read
byRob Burgess, Technology Reporter
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WealthTech
The Word on WealthTech for January 2024
The Word on WealthTech for January 2024
Dec 31, 2023
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1 Min Read
byDoug Fritz, CEO and founder
john-deere.jpg
Artificial Intelligence
In 2024, AI To Bring Small Improvements—and Bigger Threats
In 2024, AI To Bring Small Improvements—and Bigger Threats
Dec 22, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Cynthia Zalewsky
WealthTech
Saratoga Investment Solutions: The Never-Ending Journey Toward Full Integration
Saratoga Investment Solutions: The Never-Ending Journey Toward Full Integration
Dec 22, 2023
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1 Min Read
byRob Burgess, Technology Reporter
Aaron Schumm_Vestwell.png
WealthTech
Vestwell Raises $125M in Series D
Vestwell Raises $125M in Series D
Dec 21, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
esignature-smartphone.jpg
WealthTech
X Marks the Spot: Focus on Digital Signature Fraud in 2024
X Marks the Spot: Focus on Digital Signature Fraud in 2024
Dec 21, 2023
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1 Min Read
byJay Jumper
govinda-quish.png
WealthTech
MSCI To Buy RIsk Analytics Provider Fabric
MSCI To Buy RIsk Analytics Provider Fabric
Dec 20, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
bitcoin-christmas-tree.jpg
Digital Assets
If You Held On for Dear Life, It's a Merry Cryptomas!
If You Held On for Dear Life, It's a Merry Cryptomas!
Dec 18, 2023
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1 Min Read
byNiall Ferguson
docusign-logo-illustration.jpg
WealthTech
DocuSign Surges on Report That Company Is Exploring a Sale
DocuSign Surges on Report That Company Is Exploring a Sale
Dec 18, 2023
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1 Min Read
byBrody Ford
04-iraklis-kourtidis.jpg
RIA
The Ten to Watch in 2024: Iraklis Kourtidis
The Ten to Watch in 2024: Iraklis Kourtidis
Dec 18, 2023
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1 Min Read
byRob Burgess, Technology Reporter
05-ritik-malhotra.jpg
RIA
The Ten to Watch in 2024: Ritik Malhotra
The Ten to Watch in 2024: Ritik Malhotra
Dec 18, 2023
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1 Min Read
byAli Hibbs, Reporter
06-carrie-nelson (1).jpg
RIA
The Ten to Watch in 2024: Carrie Nelson
The Ten to Watch in 2024: Carrie Nelson
Dec 18, 2023
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1 Min Read
byDavid H. Lenok, Senior Editor
07-anne-rhodes.jpg
RIA
The Ten to Watch in 2024: Anne Rhodes
The Ten to Watch in 2024: Anne Rhodes
Dec 18, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
08-christine-simone (1).jpg
RIA
The Ten to Watch in 2024: Christine Simone
The Ten to Watch in 2024: Christine Simone
Dec 18, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
09-brian-thorp.jpg
RIA
The Ten to Watch in 2024: Brian Thorp
The Ten to Watch in 2024: Brian Thorp
Dec 18, 2023
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1 Min Read
byRob Burgess, Technology Reporter
wealthstack-podcast-Martin-Tarlie.png
Financial Planning
The WealthStack Podcast: Bridging the Gap Between Asset Management and Financial Planning With Martin Tarlie
The WealthStack Podcast: Bridging the Gap Between Asset Management and Financial Planning With Martin Tarlie
Dec 15, 2023
byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
wealthstack-tech.jpg
WealthTech
WealthStack Roundup: TIFIN AMP Partners With BetaNXT
WealthStack Roundup: TIFIN AMP Partners With BetaNXT
Dec 15, 2023
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1 Min Read
byRob Burgess, Technology Reporter
Jeff-Bernier.jpg
WealthTech
TandemGrowth Financial Advisors: Technology As A Force Multiplier
TandemGrowth Financial Advisors: Technology As A Force Multiplier
Dec 15, 2023
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1 Min Read
byRob Burgess, Technology Reporter
envestnet-office-2.jpg
WealthTech
Envestnet Explores Sale of Data Aggregator Yodlee
Envestnet Explores Sale of Data Aggregator Yodlee
Dec 14, 2023
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1 Min Read
byGillian Tan and Matthew Monks
diamond-podcast-Steve-Lockshin.png
Career Moves
Mindy Diamond on Independence: Lessons from the Life of Serial Entrepreneur Steve Lockshin
Mindy Diamond on Independence: Lessons from the Life of Serial Entrepreneur Steve Lockshin
Dec 14, 2023
byLouis Diamond, President
Capitaliz founder Craig West
WealthTech
Capitaliz Rolls Out New Features to Make Client Business Valuations Easier
Capitaliz Rolls Out New Features to Make Client Business Valuations Easier
Dec 14, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Addepar CEO Eric Poirier
WealthTech
Addepar Hits $5T In Assets Tracked
Addepar Hits $5T In Assets Tracked
Dec 13, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
apex-clearing-door.jpg
WealthTech
Second Time Might be the Charm for an Apex IPO
Second Time Might be the Charm for an Apex IPO
Dec 12, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
altruist-office.jpg
WealthTech
Altruist Adds Integrations With Orion, MoneyGuide and Others
Altruist Adds Integrations With Orion, MoneyGuide and Others
Dec 12, 2023
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1 Min Read
byRob Burgess, Technology Reporter
inside-etfs-podcast-promo.jpg
ETFs
The Inside ETFs Podcast: Brendan Ahern, Simeon Hyman and Devon Drew on Emerging Asset Classes and Fintech Innovations
The Inside ETFs Podcast: Brendan Ahern, Simeon Hyman and Devon Drew on Emerging Asset Classes and Fintech Innovations
Dec 11, 2023
byNabia Jenkins-Johnston, Senior Conference Producer, US
pontera-cofounders.jpg
WealthTech
Pontera Raises $60M Led By ICONIQ Growth
Pontera Raises $60M Led By ICONIQ Growth
Dec 8, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com

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