Tag : AI-Powered Financial

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management
Fintech Investments News

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management

Business Wire
by Business Wire0
Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance Serial fintech entrepreneur Bill Harris announced the launch of Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients......
Brightwave Secures $6 Million Seed Round to Launch AI-Powered Financial Research Assistant
Analytics Fintech News

Brightwave Secures $6 Million Seed Round to Launch AI-Powered Financial Research Assistant

Business Wire
by Business Wire0
Backed by Decibel and Point72 Ventures, Brightwave’s customers include firms and funds totaling over $120B AUM Brightwave, the AI-powered research assistant that generates insightful, trustworthy financial analysis on any subject, announced $6 million in seed funding. The round was led by Decibel Partners, with backing from Point72 Ventures, Moonfire Ventures,......
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