Eton Alpha Brings Billionaire-Grade Wealth Management
November 3, 20256 min
EtonAlpha™ Combines the Power of a Family Office With The Ease of Use of a Money App So Ultra High Net Worth Individuals Can Effectively Manage Their Assets
G2 Risk Solutions Finalizes EverC Transaction
October 6, 20253 min
G2 Risk Solutions today announced the completion of its transaction with EverC, expanding G2RS’ global reach and adding proven AI-powered risk solutions to its product suite. Now with the acquired capabilities of EverC, G2RS delivers a comprehensive suite of AI- and analyst-driven risk solutions. Products are built to help global banks, merchant acquirers and online marketplaces strengthen defenses against fraud, scams and illegal or unsafe transactions. This includes the recently launched Smart Scan, an AI-powered...
Savvy Wealth Names Anshul Sharma as New CIO
September 24, 20256 min
Veteran wealth management executive to establish institutional-grade CIO function, expand alternatives and thematic investment offerings
Tide Raises $120M From TPG, Valued at $1.5 Billion
September 22, 20257 min
$120 Million Funding Round Led by TPG values Tide at $1.5 Billion Underscoring its Position as one of Europe’s Most Successful Late Stage Fintech Companies
Wealth.com Adds Top Execs to Advisory Board
September 3, 20256 min
Recognized financial services and technology executives join Wealth.com’s Advisory Board, reinforcing company’s rapid growth and guiding next phase of innovation
Comvest and Manulife to Form Private Credit Platform
August 7, 20256 min
Comvest Credit Partners, a leading middle market direct lending private credit manager with $14.7 billion of assets under management on its platform, announced today that it has signed a definitive agreement with Manulife, through its Global Wealth and Asset Management segment, to sell a 75% stake in its private credit business. As part of the agreement, Manulife’s existing Senior Credit team managing $3.7 billion AUM will align with the Comvest team to create a stand-alone...
Wealth transfer to women is reshaping financial advice. Advisors must evolve with tech, empathy, and tailored strategies to stay relevant.
Corsair received strong support from new and existing limited partners to back portfolio of leading European financial services assets
Surfin Meta Raises $26.5M in Round Led by Global Investors
April 25, 20258 min
Surfin Meta Digital Technologies, Singapore-headquartered financial technology solutions provider for the underserved, announced the successful completion of its oversubscribed funding round on April 23 2025. Woori Venture Partners, Washington University in St. Louis, and Phillip Private Equity participated in this round, bringing total funding to USD 26.5 million. This is a remarkable achievement and milestone from the initial investment of USD 12.5 million that was led by Insignia Ventures Partners in October 2024. It is also a reflection of continued investor confidence in Surfin’s business...
AdvizorPro Unveils TrafficIQ for Real-Time RIA Interest Data
April 8, 20254 min
Purpose-built tool connects web traffic to financial advisor intelligence, enabling asset managers to target RIAs more effectively