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.

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Establishing an Effective Digital Footprint

Sep 12, 2024

Before advisors can run, they have to crawl first.

SEC Fines eToro $1.5M For Acting as Unregistered Broker Over Crypto Trading

Sep 12, 2024

Additionally, the firm agreed that Bitcoin, Bitcoin Cash and Ether would be the only crypto assets U.S. customers could trade on its platform.

Milemarker Launches Firm Intelligence

Sep 12, 2024

The firm, co-founded by serial entrepreneur Jud Mackrill, seeks to fill RIA firms' need for business intelligence, data consolidation and integration.

Prospecting and Lead Generation Startup Cashmere Raises $3.6M

Sep 10, 2024

The AI-driven platform, which launched in 2022, shares many similarities with Finny and Aidentified.

Adjusted for Risk: How AI Will Bring Financial Advisors, Clients Closer

Sep 09, 2024

Verdence Capital's Leo Kelly details how artificial intelligence can enhance the evolving relationship between advisors and clients.

WealthStack Roundup: CatchlightAI Rolls Out Beta Of Lead Routing Feature

Sep 06, 2024

The lead enrichment provider also won a Wealthie award, CAIS has a new CTO and feature updates at interVal.

The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

Sep 06, 2024

F2 Strategy's Doug Fritz discusses how the role of the CRM has evolved.

GTCR Closes on Acquisition of AssetMark

Sep 05, 2024

AssetMark has been delisted from the public markets and appointed Lou Maiuri, former president of State Street Bank, as chairman and group CEO of AssetMark Financial Holdings.

The Word on WealthTech For September 2024

Sep 05, 2024

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

BNY to Buy Archer Platform as Part of Push Into Retail Wealth

Sep 05, 2024

The acquisition of Archer will help BNY handle the infrastructure and distribution of managed accounts to financial advisors and their clients.

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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.