Generative artificial intelligence company Boosted.ai announced this week the closing of a $15 million financing round.
WealthStack (Part of Wealth Management EDGE)
金融服务
A new era of advice: where wealth management & wealthtech converge.
关于我们
A new era of advice: where wealth management & wealthtech converge.
- 网站
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https://informaconnect.com/wealthstack/
WealthStack (Part of Wealth Management EDGE)的外部链接
- 所属行业
- 金融服务
- 规模
- 5,001-10,000 人
- 总部
- New York
动态
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Range, a wealth management platform for consumers, has raised another $28 million in funding.
Range Raises Another $28M In Effort to Replace Financial Advisors
wealthmanagement.com
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Envestnet, Inc is once again a private company and has been delisted from the New York Stock Exchange.
Bain Capital Closes On Envestnet Acquisition
wealthmanagement.com
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The #WealthStack Podcast ??? Shannon Rosic, director of WealthStack content and solutions, chats with Alec Crawford, the founder and CEO of Artificial Intelligence Risk, Inc., about how this firm is revolutionizing AI security and how the platform is working to solve challenges presented by AI. Listen to the full podcast >> https://spr.ly/6047t6B21 Sponsored by Aidentified, Inc.
The WealthStack Podcast: The Future of AI Security with Alec Crawford
wealthmanagement.com
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#WealthStack Roundup AssetMark, TIFIN Broaden Collaboration
WealthStack Roundup: AssetMark, TIFIN Broaden Collaboration
wealthmanagement.com
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#BREAKING Securities and Exchange Commission Chair Gary Gensler will step down from the #SEC at noon on Jan. 20, 2025, the day Donald Trump will be inaugurated as the next president of the United States.
SEC Chair Gary Gensler To Depart on Trump’s Inauguration Day
wealthmanagement.com
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New tools automate the process of personalizing service and communications to improve the advisor-client relationship. Mike Alexander and Alicia Rich | contributors for WealthManagement.com
Artificial Intelligence Can Be a Superpower for Financial Advisors
wealthmanagement.com
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Advyzon, an all-in-one technology provider to the wealth management industry, this week announced it would launch Auria, a new platform intended for use by single-family offices, multi-family offices and other advisory firms and enterprises serving UHNW clients, sometime in the first quarter of 2025.
Advyzon To Rollout New Platform For UHNW Clients
wealthmanagement.com
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Zeplyn, an #AI assistant for financial advisors, announced this week it raised $3 million in seed funding.
Zeplyn, AI Note-Taking Assistant for Advisors, Announces $3M in Seed Funding
wealthmanagement.com
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Citi announced this week that it has hired Eric Lordi, a former J.P. Morgan executive, to lead its digital division.
Citi Wealths Adds J.P. Morgan Exec to Lead Digital Efforts
wealthmanagement.com