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

The startup has raised around $120 million since its founding in 2015, according to startup data intelligence platform Tracxn ...

Less than a year after an initial fundraising round of €3 million, RockFi, the French fintech aiming to revolutionize private wealth management through its combination of seasoned advisors and cutting ...

Wealth, a leading U.S.-based AI-driven investment management company, announced today that it has been named to the Bloomberg ...

A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the high-touch service clients expect.

India will do away with the Google tax to appease Donald Trump as reciprocal tariffs loom. This and more in todays ETtech Top ...

Founders of fintech startups such as Jupiter, Fi, and Lendingkart have formed a new umbrella organisation aiming to secure a ...