The platform’s AI assistant provides intelligent insights and answers queries by understanding the user's portfolio.

I recently spoke with Matt Fleissig, co-founder and CEO of Pathstone to learn from the their playbook on wealth management ...

Among self-directed clients, 44% say they “strongly agree” that they expect their wealth management firm’s websites and apps to help them meet their financial goals. That percentage is up ...

Understanding key trends and insights in wealth management can guide informed financial decisions. Technology and ...

While the two may often come together, wealth management and asset management are not the same. Each plays a distinct and important role in your financial management. Here's what you need to know ...

Founded by a group of fintech entrepreneurs, Versa was established three years ago as a digital wealth management app. Since its registration with the Securities Commission, Versa has two main ...

Wealth management services cater to affluent individuals for comprehensive financial needs. Minimum assets for such firms typically start around $500,000 with services scaled by net worth.