AdvizorStack, the company that delivers a customizable, integrated and cost-effective wealthtech platform to fit the unique technology needs of RIAs, announced the appointment of Jennifer Spencer as Chief Operating Officer (COO). Spencer…
Priority Financial Group (PFG), a leading Independent Registered Investment Advisor (RIA), proudly announces the achievement of several key milestones, demonstrating its continued growth and commitment to excellence in financial advisory services. In…
LPL Financial LLC announced that financial advisor Alex Williams, CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, Stable Wealth. He reported serving approximately…
Cliffwater, a leader in private markets and interval fund management, announced the addition of Timothy Henn as Head of Private Equity Secondaries as it expands its dedicated investment team for the Cascade…
Fintova Partners, a leading technology and operations consultancy to investment management organizations, announced a partnership with Cogendi, a renowned Fintech solution provider headquartered in Paris, France that caters to Family Office and Ultra High…
It is no longer a secret that everyone can invest and that the days when investing was limited to a few from the creamy layer are gone. Today, the world…
VRGL, a Client Acquisition and Investment Proposal Management solution, today announced the completion of a strategic fundraising round. The round was led by existing investors FINTOP Capital and MissionOG, with…
MoneyThumb, a leader in automated document evaluation and fraud detection solutions announced today that it has been acquired by Iron Creek Partners LLC (“Iron Creek”), a private investment firm with a focus on investments…
Taktile, recently named category leader in Decision Management Platforms by G2, is proud to announce the appointment of Jason Mikula as Head of Industry Strategy for Banking and Fintech. Mikula, who is a…
YCharts, a leading cloud-based investment research and client communications platform, has unveiled its new integration with Broadridge’s Wealth Aggregation platform, a leading provider of solutions-based tools for holistic communication and data aggregation.…
