Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Advisors and their clients can get access to fine wine through Vinovest’s actively managed fund or through bespoke strategies customized around time horizons or ESG preferences.
Even while it remains partnered with Onramp Invest and Eaglebrook Advisors, Gemini is buying its own wealth management–focused crypto platform, BITRIA.
Alternative investment strategy platform CAIS netted $225 million in new investments, funds it will put to use developing DeFi and distributed ledger technology.
