It's no secret that more and more CPAs are offering financial services to their clients.

Blend Labs, Inc. , a leading origination platform for digital banking solutions, today announced a direct integration with Prove Identity, Inc., a global leader in digital identity verification and ...

Mako Financial Technologies, Inc. ("Mako") and SGGG Fund Services Inc. ("SGGG") are pleased to unveil a strategic alliance to ...

Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional management.

Onboarded over 10,000 accounts; averaging 1,000 new accounts per day with first digital banking partner -- Second digital bank has completed ...

Major life events set 'Money in Motion,' and prepared advisers will be more successful. How can the wealth management ...

Reiterates 2025 guidance of $80 million to $90 million in revenue and mid-40s percentage gross margin - SAN DIEGO, CA, March 31, 2025 (GLOBE ...