Tag : Ritholtz Wealth Management

Hadrius AI Governance Selected by Ritholtz Wealth Management to Enable Firmwide Claude Deployment
Artificial Intelligence Finance News

Hadrius AI Governance Selected by Ritholtz Wealth Management to Enable Firmwide Claude Deployment

PR Newswire
by PR Newswire0
Agentic compliance infrastructure provider selected by national RIA to modernize communications archiving and deploy AI governance purpose-built for SEC and FINRA oversight Hadrius, the leading agentic compliance infrastructure for financial services firms, announced that Ritholtz Wealth Management (“Ritholtz”), a national RIA overseeing more than $9.4 billion for individuals, high-net-worth clients......
Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors
Artificial Intelligence Fintech News

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors

Business Wire
by Business Wire0
Renowned podcaster, author, CNBC contributor and wealth management leader backs FINNY as it scales artificial intelligence (AI)-powered prospecting, advances mission to bridge the gap between wealth and the professionals serving it FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, announced that “Downtown” Josh......
Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index
Cryptocurrency News

Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index

Fintech News Desk
by Fintech News Desk0
Onramp Invest to provide the Separately Managed Accounts (SMA) platform to Registered Investment Advisors (RIAs); Gemini to serve as the trading platform and custodian Ritholtz Wealth Management (RWM) and WisdomTree announced the launch of the RWM WisdomTree Crypto Index designed to provide retail investors, via a financial advisor, access and diversified exposure to cryptoassets.......
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