Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the ...

("FINNY"), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced that "Downtown" Josh Brown, chief executive officer (CEO) of Ritholtz Wealth ...

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

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 Fisdom as part of its plans to enter the wealth management space to expand its ...

Stockbroking firm Groww is in talks to acquire a wealth management startup. This and more in todays ETtech Morning Dispatch.

Paytm is relying on its loyal merchants userbase as next drivers of growth engine as it aims to achieve profitability soon, ...

The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.

IPO-bound Groww is launching wealth management services for high-net-worth individuals under the brand W, offering portfolio ...

From podcasts to technology, advisors are turning to modern offerings for help building new relationships with clients and ...