Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.

Highlights

Merchant-Backed Fin.Link Hires New President

Jan 21, 2025

Zander Heinen joins the company from Live Oak Bank as it prepares to launch a social networking feature.

Chris Todd Named Envestnet CEO

Jan 21, 2025

Envestnet's board went outside the industry in tapping Todd, who most recently was chief executive of workforce...

WealthStack Roundup: Cetera To Employ AI From TIFIN

Jan 17, 2025

Also, Advisor360 acquires Parrot AI, Wealthtender introduces a testimonial marketing tool and Bloomberg rolls...

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Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more. For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.