LPL
LPL Financial LLC, a leader in the wealth management industry, is helping its advisors spend more time on what matters with
Kwanti
Award winning portfolio analysis solution adds impactful new features for financial advisors
MAXEX
Mortgage and technology veteran Daniel Wallace joins MAXEX to spearhead new technology and strategic initiatives, diversify revenues and accelerate company
Webull
New feature enables retail investors to trade 24 hours a day, 5 days a week
Vega
Apollo and Motive led a $20 million Series A investment in Vega to scale its alternative asset manager client service
Mastercard
Mastercard Biz360™ aims to save business owners’ time and resources with a one-stop shop to manage the non-stop workday
Azimuth
Azimuth, a pioneer in compliance automation, announced today that it is growing its strategic partnership with Truist Financial Corp (NYSE: TFC).
GDS
GDS Wealth Management, a wealth management firm based in Flower Mound, Texas, has partnered with ClearMatch and EverSafe to bring additional
NovoPayment
Funding to help accelerate product and commercial growth and strengthen position in the banking and payment vertical SaaS market
innovation
Combat tech bloat in banking with strategic audits, streamlined systems, and modern solutions. Enhance efficiency, security, and innovation while minimizing
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