Zeplyn, the AI-native workflow intelligence platform for wealth management firms, has officially announced the launch of new practice management capabilities, each one meticulously designed...
Arta Finance, a digital wealth platform transforming the way people grow, protect, and enjoy their wealth, has officially announced the launch of several tailored...
Datalign Advisory, an AI platform matching consumers with leading financial advisors, has officially confirmed the news of receiving $5 million in investment from Link...
Thrivent has officially published results from its Financial Fitness Survey, which discovered that many Americans are currently dealing with widespread financial concerns, but at...
BetaNXT, a leading provider of wealth management technology solutions with near real-time data capabilities and an enhanced advisor experience, has officially announced general availability...
