Former Revolut executives raised a Series B to untangle the tools financial advisors juggle. Here is the founder lesson. The post Wealth Management Software Startup Nevis Raises Series B appeared ...

Mercer Advisors, a national wealth management firm overseeing $114 billion in client assets, has acquired Fifteenth, an AI-native tax and... Read More ...

First Trust models, Schwab-linked data tools and Orion transition tech headline a busy week for RIA wealthtech ...

Fort Worth advisors left UBS with $3.61 billion in assets to launch Cleros Wealth Partners, with backing from Elevation Point ...

Softlab360, an end-to-end software development and engineering partner for wealth management and fintech firms, today announced three milestones that broaden its role in the wealth management ...

Dublin, Nov. 03, 2026 (GLOBE NEWSWIRE) -- "Portfolio Management Software Market Size, Share & Trends Analysis Report by Function, Deployment, End-Use, Region, and Growth Forecasts, 2026-2033" has been ...

Nevis, a New York-based developer of artificial intelligence software for wealth management firms, has raised $70 million in Series B... Read More ...

BetaNXT partners with Pave Finance to bring portfolio management and optimization software to wealth advisors and RIAs ...

It's understandable why. People back then were under the mistaken impression that all data, like all software code, would end up being free and plentiful, and that nobody would ever need to look ...

Simplicity Group, a financial services organization focused on wealth accumulation, financial protection, and advisor ...

The partnership with one of the global leaders in AI and data operating platforms is already delivering workflows in ...