Notably, its wealth management products combine advanced financial technology with a user-friendly interface, providing ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

The tech-driven RIA's new collaboration will give over 2.7000 wealth firms a direct path to manage client assets held away in ...

The family office sector is undergoing a profound shift as the "great wealth transfer" continues to reshape wealth management.

For example, leading Indian fintech Paytm has revolutionized digital payments in the country by offering a streamlined ...

Endeavor Group Holdings agreed to sell its OpenBet and IMG Arena businesses for $450 million in a management buyout backed ... and business news source, used by wealth managers, institutional ...

Here's the pitch decks that fintechs used to raise millions of dollars, from seed rounds to Series D.

M1 Finance and Wealthfront are two top digital wealth management platforms, but they offer very different services when it ...

Investment app rises in Deloitte rankings as retail investors embrace expanded product suite, with assets under ...

Tiger Brokers (Nasdaq: TIGR), a leading global online brokerage firm, has been recognized as the #1 company in the 'Wealth ...

Money's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management ...

Wealthtech platform Nivesh has acquired Wealthzi, a wealth management platform operated by Lime Internet Private Limited.