CurrentClient Raises $1.25 Mn Seed, Adds New Sales Leadership
March 30, 20264 min
Thicket Ventures’ Justin Wisz Joins Board of Directors, while Austin Guest Joins as Head of Sales
CUSP Wealth Unveils AI-Human Hybrid FinTech Advisory Model
March 27, 20266 min
Discover how CUSP Wealth powers its hybrid advisory model, making investing and wealth advisory clear and accessible in the UAE.
Advyzon Tops T3 Advisor Software Survey for 9th Year
March 27, 20269 min
Advyzon Investment Management (AIM) premieres as “Software All-Star” in Portfolio Design and TAMP categories
Envestnet Tamarac Helps RIAs Scale Advice with Transparency
March 25, 20267 min
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...
Kwanti Adds Cash Flow and Watchlist Tools, Eyes AI in 2026
March 11, 20265 min
Leading portfolio analytics platform introduces game-changing new features and shares 2026 roadmap
Libretto Launches AI Onboarding and Planning Assistant
March 10, 20269 min
New AI features help financial advisors scale sophisticated advice from their largest to smallest clients
90% Want to Use AI to Expand Capabilities
Truist Wealth expands investment solutions with cryptocurrency
February 26, 20263 min
Truist Investment Services offering client access to two spot Bitcoin ETFs
Bitwise Launches Model Portfolio Solutions for Digital Assets
February 4, 20268 min
Bitwise's offering gives financial advisors a crypto-themed approach to model portfolios, a $645+ billion market that shapes how client allocations are built.
GTCR Completes Sale of Worldpay to Global Payments
January 21, 20266 min
GTCR, a leading private equity firm, announced today that it has closed the previously announced sale of Worldpay, a global leader in merchant acquiring and payments processing, to Global Payments (NYSE: GPN) as part of a transformative three-way transaction. The sale of Worldpay represents one of the largest strategic sales in the history of the private equity industry. In April 2025, GTCR signed a definitive agreement under which Global Payments agreed to acquire Worldpay from...