NEW YORK, April 3, 2025 /PRNewswire/ -- Monark, an "Alts-As-A-Service" API platform providing broker dealers and wealth management platforms ... Monark Markets, Inc logo (PRNewsfoto/Monark Markets ...

a wealth management platform tailored for traditional investors managing crypto assets. OSL Wealth is now available on OSL in Hong Kong, enabling the Group to capitalise on the city's strategic ...

Private equity firm Seven2 has reached a binding agreement with J.C. Flowers to purchase a majority stake in German wealth management platform HRK LUNIS. This deal is Seven2's inaugural investment ...

AMJ Financial Wealth Management decreased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent 13F filing ...

Modera Wealth Management LLC increased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 32.8% during the 4th quarter, Holdings Channel reports. The firm owned 11,110 shares of ...

Coastline Wealth Management, founded in 2012, is a Long Island, NY-based independent wealth management platform with ~$3.5 billion of assets under management/advisement. Coastline services over 5,000 ...

The world is witnessing a remarkable transformation right now, with family offices emerging as potent engines of wealth ...

Achieving global leadership from its home base in New York, iCapital wins the award for North America’s best technology ...

Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an ...

Bluespring Wealth Partners, meanwhile, announced its acquisition of Charter Capital Management, an RIA based in Brookfield, ...