This bold vision – and the flawless execution – have earned iCapital the title of “World’s best technology provider for ...

A family-centred and collaborative approach to wealth planning for financial institutions lies at the heart of Abbove, ...

Robinhood is rolling out wealth management and private banking services for investors with modest portfolios, as the trading ...

With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close ...

This wealth management platform finally delivers on the technology promises other firms couldn't - giving advisors a better ...

Addepar, a wealth management tech platform, is charging into 2025 with sevearal key updates that aim to enhance efficiency, ...

Younger heirs are increasingly seeking innovative solutions that prioritise agility and customisation, demanding wealth ...

Wealthtime has become a fully integrated wealth manager and rebranded to The Quanta Group as it looks to bolster its platform ...