Mike Capelle, co-founder and CEO of Modern Wealth Management in Laguna Beach, California, is in charge of the tech stack at ...

Groww is reportedly in talks to acquire Fisdom as part of its plans to enter the wealth management space to expand its ...

The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.

Groww is reportedly in talks to acquire PayU-backed Fisdom as part of its wealth management expansion strategy. The move ...

"Wealthtech firm FNZ hires new group CFO" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good ...

“Every deal counts in the fast-moving world of alternative investments,” Boughner shared with the WealthTech Americas judging panel. “We developed a CRM specifically designed for the unique ...

Allfunds, the B2B WealthTech platform for funds industry, announces J.P. Morgan Asset Management joined Allfunds Private ...

"We are honored to be recognized by Global Private Banker this year for the impact our WealthTech API platform makes on a wide variety of financial institutions," said Joe Stensland, Chief ...

British wealth-tech platform Belong has closed its first crowdfunding campaign with Crowdcube, hitting its £300,000 target in under five hours, and securing a total raise of over £489,000.

CUPERTINO, Calif., March 6, 2025 /PRNewswire/ -- Moxo, the leading service orchestration platform, has been recognized in the Global Private Banker WealthTech Awards 2025, winning in two key ...