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Marwa Zakharia AssetBook
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AssetBook CEO Marwa Zakharia Steps DownAssetBook CEO Marwa Zakharia Steps Down

Zakharia, hired to stabilize the firm, confirmed she has left the performance reporting tech company.

byDiana Britton, Managing Editor
Feb 14, 2025
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1 Min Read
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WealthStack Roundup: Future Capital Partners With AxosWealthStack Roundup: Future Capital Partners With Axos
Feb 7, 2025
1 Min Read
Orion CEO Natalie Wolfsen 2025 Orion Ascent Conference
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Nuggets Mined From Orion's Inaugural Investor SurveyNuggets From Orion's Inaugural Investor Survey
byDavis Janowski
Feb 7, 2025
1 Min Read
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AssetMark Taps New CTO from BlackRock’s AladdinAssetMark Taps New CTO from BlackRock’s Aladdin
byDiana Britton
Feb 4, 2025
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Orion Deepens Integrations With Snowflake, PonteraOrion Deepens Integrations With Snowflake, Pontera
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Data Technology Firm Milemarker Hires Its First CTOData Technology Firm Milemarker Hires Its First CTO
byDavis Janowski
Feb 3, 2025
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The WealthStack Podcast: 2025 WealthTech Projections & Predictions with Davis Janowski
WealthStack Podcast: 2025 WealthTech Predictions with Davis Janowski
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The Tech You Use Doesn’t Matter
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Jan 23, 2025
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1 Min Read
byMatt Beecher, Chief Revenue Officer, interVal
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Caribou And Its HealthPlanner Technology Acquired By Move Health
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Chris Todd Named Envestnet CEO
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Jan 21, 2025
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Merchant-Backed Fin.Link Hires New President
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Jan 21, 2025
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1 Min Read
byDiana Britton, Managing Editor
iCapital office NYC
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WealthStack Roundup: Advyzon Builds iCapital Integration
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Dec 13, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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SEI To Acquire Tax Optimization Software Provider LifeYield
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Dec 11, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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TradePMR Bets on Referral Program, Tech in Robinhood Deal
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byDiana Britton, Managing Editor
Axos Financial New York Stock Exchange
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Axos, Envestnet Clearing Partnership to Support Advanced Managed Account Services
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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The Diamond Podcast for Financial Advisors: eMoney's CEO on How to Elevate the Planning Experience
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Startup Simplisure Launches Digital Platform for Buying Term Life Insurance
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Oct 31, 2024
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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iCapital to Buy Fintech Platform AltExchange
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byElaine Misonzhnik, Senior Editor, Investments
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WealthStack Roundup: eMoney Account Aggregation as a Standalone Product
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Oct 24, 2024
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Philtech Provider Foundation Source Acquires Vennfi
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Oct 18, 2024
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Vanilla Closes on $35M in Funding
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Oct 16, 2024
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Clearing Firms Must Be Leaders in Improving Technology, Customer Experience
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Facet Raises Additional $35M
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Oct 8, 2024
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Oct 1, 2024
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Envestnet Stockholders Approve Bain Acquisition
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Sep 25, 2024
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Vestmark Partners with BlackRock on Custom Model Portfolios
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Altruist Adds Digital Fixed Income Trading to Platform
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byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Revolut Takes On Robinhood, EToro With Own Retail Wealth App
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Sep 24, 2024
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