Wealth Management - FinTecBuzz

Infini Integrates Crypto to Transform Traditional Banking

February 17, 20257 min

Infini is redefining the fintech landscape by seamlessly integrating crypto solutions into traditional banking. With a vision to empower users through secure, intuitive, and innovative financial services, Infini is revolutionizing how individuals engage with digital assets. Bridging Web2 and Web3: The Genesis of Infini Founded in 2024 by a team of financial experts and tech innovators Crypto Whale Christian Li and Tech Lead Ryan Sun Infini was created to make financial empowerment accessible to all. Headquartered...

by PRNewswire

Investments

WealthManagement.com Unveils Refreshed Website for a Better UX

February 17, 20255 min

WealthManagement.com, the leading resource for financial advisors and wealth management professionals, is excited to announce the launch of its newly refreshed website. Designed with our readers and partners in mind, the updated site delivers a cleaner, faster, and more intuitive experience for accessing the content and tools you rely on. This update underscores WealthManagement.com’s commitment to providing cutting-edge digital tools and content tailored to the evolving needs of the wealth management industry. For Our Audience...

by Era

Platforms

Era announces $6.2M in seed funding along with new team additions

February 17, 20259 min

Era expands growing team and product roadmap with recently-hired product designers and engineers; debuts partnership with Cerebras to lead fintech industry in agentic finance

by PRNewswire

Platforms

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

by BusinessWire

Investments

Frec Launches Portfolio Allocation Feature

February 5, 20256 min

Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio Allocation feature. Unlike traditional robo-advisors that enforce automatic rebalancing, Frec empowers investors with the choice of how and when to rebalance their portfolios, marking a shift in how investment management is approached. Most robo-advisors adhere to rigid allocation models, frequently rebalancing portfolios to maintain predetermined ratios. This approach often leads to suboptimal performance, as it requires selling high-performing...

by PRNewswire

Connectivity Investments

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.

by GlobeNewswire

Investments

BeyondTrade Securities Rebrands to Nest Egg Securities

January 24, 20254 min

AI Unlimited Group Inc. (OTCQB: AIUG) is pleased to announce the strategic rebranding of its subsidiary, BeyondTrade Securities Inc., to Nest Egg Securities, Inc. This transformation represents a significant step forward in the company’s progression into the brokerage and self-directed investment landscape, underscoring its commitment to equipping individuals with sophisticated, accessible tools to secure long-term financial stability. A Reimagined Identity for an Evolving Mission The rebranding to Nest Egg Securities underscores the company’s dedication to delivering seamless, innovative...

by PRNewswire

Banking

Fernando Araujo and Alice Rodriguez Join Cadence Bank’s BOD

January 22, 20255 min

Cadence Bank (NYSE: CADE) today announced the appointment of Fernando Araujo and Alice Rodriguez to its board of directors, effective Jan. 17, 2025. Araujo and Rodriguez join the board as independent directors. Araujo is an accomplished executive with more than 30 years of experience in all aspects of oil and gas upstream operations. He has served as the chief executive officer of Berry Corporation (NASDAQ: BRY), a company engaged in the safe and responsible development and production of conventional oil reserves in...

by PRNewswire

Investments

Wealth Enhancement Acquires VanceGray Wealth Management, Inc.

January 21, 20254 min

This partnership marks Wealth Enhancement's first location in Maine and brings the firm's total client assets to more than $103.2 billion.

by BusinessWire

Investments

Waverly Advisors Acquires Dickinson Investment Advisors

January 15, 20254 min

Waverly enters Iowa market

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