By integrating home finance with digital assets, millions of Americans can now achieve their homeownership goals by pledging BTC or USDC without needing to liquidate their holdings or potentially triggering a taxable event1.
Advyzon Investment Management (AIM) premieres as “Software All-Star” in Portfolio Design and TAMP categories
The Firm Partners with Eton Solutions to Cut Processing Time by 80%, Redirecting Valuable Staff Time Toward Clients and Financial Planning Decisions Shade Tree Advisors, a multi-family office serving high-net-worth families, is working with EtonAI™ by Eton Solutions to significantly streamline its operations. Eton Solutions’ wealth management platform supports more than $1.4 trillion in assets for over 1000 of the world’s wealthiest families. By integrating the company’s artificial intelligence into its core workflows, Shade Tree...
Agreement would add a 29-state licensed mortgage platform to ECGI as it advances a $10M mortgage tokenization pilot and prepares to open its investor portal ECGI Holdings, Inc. that it has signed a definitive Share Exchange Agreement to acquire RezyFi, Inc. in a transaction valued at $25 million that would add a 29-state licensed mortgage origination platform with approximately $140 million in annual mortgage funding to ECGI’s mortgage tokenization platform. In February, ECGI activated its platform...
Q2 Holdings, Inc, a leading provider of digital transformation solutions for financial services, today announced its partnership with Stablecore, a digital asset platform that enables banks and credit unions to offer stablecoins, tokenized deposits, and other digital asset products. The collaboration provides financial institutions with a streamlined path to implement emerging digital asset capabilities through a single, trusted integration. Amarillo National Bank and Bank of Utah are among the early institutions engaging with Stablecore through...
Funding follows 470% year-over-year growth for Spade, with peak daily transaction volume reaching 1.9 billion
Fulcrum Equity Partners, Amex Ventures and TTV Capital invest in Worth's AI-powered platform, accelerating the future of AI-driven SMB onboarding and underwriting for financial institutions
First Quarter Technology Release Enhances Embedded Trading Oversight, Reporting Flexibility, and Mobile Client Experience March 24 Client Webinar Provides Deeper Dive Into Platform Updates and a Preview of Upcoming Enhancements Envestnet, the leading Adaptive WealthTech company, has introduced new enhancements to its Tamarac platform, focused on improving trading transparency, accelerating account management, enhancing reporting flexibility, and modernizing the client portal experience for registered investment advisors (RIAs). This release is part of Envestnet’s first quarterly technology...
KosinCapital recently announced that it will further strengthen its global capital market service system, continuing to promote capital connections between international investors and growth-oriented enterprises. As an international capital market service institution established in 2025, KosinCapital is committed to providing investors and enterprises with a more efficient and transparent environment for participation in capital markets through professional financial services and a global market perspective. Headquartered in Colorado, United States, KosinCapital focuses on capital market services...
Advisor Mortgage Solution Addresses RIA Asset Loss With Exclusive Market-Leading Rates and Premium Experience
