Tech Entrepreneurs Launch Revolutionary Wealth Management Platform
Encore Merges Silicon Valley Innovation With Personalized Financial StrategyBellevue, Washington, United States, February 10, 2025 -- PCM ...
Impacts9d
Financial Simulation Platforms: Practicing Wealth Management Virtually
Managing money wisely is one of the most important life skills, yet many people struggle with it due to a lack of financial ...
Yahoo Finance12d
Wealth management platform Prosper secures $4.9m
Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters to high-net-worth individuals. Using this infusion, Prosper plans to advance its ...
Business Wire2d
Morningstar Forms Strategic Alliance with SS&C’s Black Diamond Wealth Platform
Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black ...
InvestmentNews4d
Business-focused wealth tech RISR lands $8B Wealthcare Capital Management partnership
Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients ...
InvestmentNews8d
Farther adds $120M firm with science-backed approach to wealth management
WMBC was co-founded 22 years ago by wealth advisor Scott Coles, ChFC, CLU, who has more than 40 years in the wealth ...
National wealth platform Osaic acquires $360M Tampa Bay adviser group
The firm is joining a new division Osaic launched in 2023 after recruiting a top executive from local competitor Dynasty ...
PE Hub11d
Stone Point acquires wealth management platform Kestra Holdings from Warburg Pincus
Texas-based wealth management platform, from Warburg Pincus. No financial terms were disclosed. Oak Hill Capital retains a minority stake. Also, the Kestra Holdings management team and a large ...