Datalign Raises $9M Seed to Advance AI Financial Advisory Solutions
February 11, 20258 min
Link Ventures Investment Enables Datalign to Scale AI Offerings for Wealth Management
FTSE Russell Indices Added to Syntax Direct Platform
February 4, 20254 min
Financial advisors to benefit from the rapid ability to customize FTSE Russell indices on the Syntax Direct platform
Jump Closes $20 Mn Series A Funding Round, Led by Battery Ventures
February 4, 20259 min
New funding will accelerate Jump’s rapid growth, drive development of advanced artificial intelligence (AI) tools to increase productivity and streamline client interactions for financial advisors
AlphaCore Merges with enTrust Wealth Advisors in Southern California
February 3, 20255 min
AlphaCore continues to execute on its long-term growth strategy, adding new talent and resources.
Pontera and Orion launch new integration
January 30, 20256 min
First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts
Wealth.com Adds Dan Bolton as Head of Marketing
January 27, 20256 min
Bolton brings deep wealthtech marketing expertise to wealth.com and will play a key role in enhancing its mission to transform estate planning and empower financial advisors
CAIS Announces 2025 Nationwide Event Lineup for Advisor Education
January 17, 20255 min
CAIS Live events will empower advisors amidst rising demand for alternative investments
FP Alpha Launches FP Alpha TAX as Standalone Product for Advisors
January 14, 20257 min
FP Alpha, the innovative AI-powered advanced planning platform, is excited to announce the launch of FP Alpha TAX, the platform’s popular tax offering, that is now available as a standalone product. This unbundling aligns with FP Alpha’s mission to provide financial advisors with cutting-edge tools to enhance their value proposition and offer advanced planning services (such as tax and estate planning services) to their entire client base. Similar to their Estate Planning offering, this change allows advisors...
Indivisible Partners Launches Independent Advisory Firm
January 7, 20259 min
Company Welcomes $640 Million New York-Based Woodring I LeRoy Capital Advisors as Inaugural Team
intelliflo redblack delivers 110+ customer-driven product enhancements
December 17, 202425 min
intelliflo, the global cloud-based technology solution for financial advisors, today announced that it has delivered more than 110 enhancements in the past year to intelliflo redblack, the company’s award-winning rebalancing and trading solution. Approximately 75% of these enhancements stemmed directly from customer feedback, highlighting intelliflo’s commitment to shaping its technology in line with the needs of financial advisors. These enhancements have resulted in notable efficiency gains for advisors across the country, allowing them to spend...