Tag : AUA

Integrated Partners Caps Strong 2025 with Nearly $2B Added to the Platform, Underscoring Growing Demand for Advisor-First Model
Artificial Intelligence Finance News

Integrated Partners Caps Strong 2025 with Nearly $2B Added to the Platform, Underscoring Growing Demand for Advisor-First Model

Business Wire
by Business Wire0
Planning-led, entrepreneurial advisors continue to choose Integrated as industry consolidation reshapes competitive landscape Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $23.8 billion in assets under advisement (AUA), announced a year of significant growth momentum in 2025, recruiting eight advisory teams, onboarding 27......
Theorem Fund Services Passes $10 billion (USD) in Digital Assets AUA
Fintech News

Theorem Fund Services Passes $10 billion (USD) in Digital Assets AUA

Fintech News Desk
by Fintech News Desk0
Theorem Fund Services, LLC, a leading independent third-party fund administration firm, announces it has passed $10 billion in Digital Assets under Administration. Top Globalfintechseries.com Insights: Global Finance Leaders from 41 Different Countries in Abu Dhabi for the Fifth Edition of ADGM’s Fintech Abu Dhabi Festival “This milestone is extremely noteworthy as it represents the result......
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