Tag : wealth management

Optifino Announces Two Key Additions to Leadership Team
Fintech InsurTech News

Optifino Announces Two Key Additions to Leadership Team

PR Newswire
by PR Newswire0
Insurance and wealth management industry veterans Ventrice Lam and Mark Forman join as Optifino completes capital raise and exits stealth mode Optifino, the digital BGA radically simplifying the life insurance experience, announced the addition of two industry veterans to its leadership team. Ventrice Lam has been appointed Chief Operating Officer, and Mark Forman has joined as Chief......
Aidentified Unveils New Product Tiers, Enhanced User Experience, and Welcomes Dan Cavanaugh as Head of Wealth Management
Fintech News

Aidentified Unveils New Product Tiers, Enhanced User Experience, and Welcomes Dan Cavanaugh as Head of Wealth Management

PR Newswire
by PR Newswire0
Aidentified,  the leading Wealth Networking Intelligence platform, announced significant enhancements to its product offerings and subscription pricing alongside the strategic hire of Dan Cavanaugh as Head of Wealth Management. These updates mark a major milestone in the company’s evolution as it continues to scale in support of financial professionals and......
Farsight Raises $16 Million in Funding, Announces Series A to Automate Financial Workflows and Decision-Making
Fintech News

Farsight Raises $16 Million in Funding, Announces Series A to Automate Financial Workflows and Decision-Making

PR Newswire
by PR Newswire0
Led by SignalFire, Farsight will use this round of funding to build on its innovative agent technology, powering revolutionary use cases and partnerships across the financial services sector Farsight, the pioneering technology company transforming workflows and insights at financial institutions, announced its Series A fundraise and $16M in capital raised. Working......
Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation
Fintech Investment Services News

Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation

PR Newswire
by PR Newswire0
Wealthbox, the #1-rated CRM software platform for financial advisors, announced that it has entered into a definitive agreement for a $200 million strategic majority investment from Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. The partnership marks a major milestone in Wealthbox’s evolution and positions......
Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors' Leading CRMs
Artificial Intelligence Compliance management News Security

Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors’ Leading CRMs

Cision PRWeb
by Cision PRWeb0
Bloks launches Wealthbox integration at Wealth Management EDGE 2025, delivering AI-powered CRM sync, 360° Relationship Intelligence, and built-in compliance for advisors. Bloks unveiled a native integration with Wealthbox, enabling financial advisors to sync AI-generated meeting notes and enriched client data directly into the CRM they already trust—all while maintaining the highest......
AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs
Fintech Investment Services News

AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs

Business Wire
by Business Wire0
AdvisorEngine integrates with custodian services provider focused on independent investment advisory firm growth AdvisorEngine, provider of an end-to-end wealth management platform, announced its integration with TradePMR, a custodian services provider for independent registered investment advisors (RIAs) at TradePMR’s SYNERGY25 conference. “AdvisorEngine and TradePMR are aligned on providing advisory firms with......
Amplify Hires Industry Veteran Mark Fischer as First Chief Operations Officer
Finance Fintech News

Amplify Hires Industry Veteran Mark Fischer as First Chief Operations Officer

Business Wire
by Business Wire0
Former Schwab Asset Management COO/CFO joins rapidly growing wealthtech platform as latest C-suite hire Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, announced it has hired Mark Fischer as the company’s first chief operations officer (COO). Fischer joins Amplify’s expanding C-suite roster as the firm continues......
New Benchmarking Survey on Data Modernization from BetaNXT Reveals Growing Investment and Competing Priorities at Data-Minded Financial Services Firms
Fintech Investment Services News

New Benchmarking Survey on Data Modernization from BetaNXT Reveals Growing Investment and Competing Priorities at Data-Minded Financial Services Firms

PR Newswire
by PR Newswire0
As Firms Tackle Legacy ‘Data Chaos’ and Pursue AI Adoption, Industry Pioneers Demonstrate the Value of Focusing on Fundamentals, Talent Strategy and External Partners BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has published its inaugural Data Modernization Benchmarking Survey: Tracking......
Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish
Fintech Investment Services News

Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish

Business Wire
by Business Wire0
Morgan Stanley Wealth Management announced the results of its quarterly retail investor pulse survey: Bearishness rose. The majority (51%) of investors are now bearish—up 9 percentage points from last quarter. Inflation tops tariffs as chief worry. Over two out of five (41%) investors say inflation is their top portfolio concern, followed......
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
Analytics Artificial Intelligence Fintech News

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Business Wire
by Business Wire0
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data......
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