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.

The deal may value the Bengaluru-based wealthtech startup Fisdom between $140-160 million, said people in the know. Groww is ...

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

Dynamo Software's ALTS-focused CRM wins Best CRM Provider at the 2025 WealthTech Americas Awards for its innovation and ...

BridgeFT is recognized for its revolutionary approach to streamlining access to high-quality, multi-custodial total wealth ...

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

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 ...

“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 ...