Envestnet Appoints Rich Friedberg as Chief Information Security Officer
February 20, 20266 min
Innovation-Driven Cybersecurity And Enterprise Risk Leader To Strengthen Trust, Resilience, And Long-Term Growth Across The Leading Wealthtech Platform
Atomic Insights Raises $10M Seed to Modernize Wealth Payments
January 20, 20266 min
Atomic Insights, a provider of money-movement and workflow automation tools for RIAs and family offices, announced today that it has raised $10 million in seed funding led by Aquiline with participation from Northwestern Mutual Future Ventures and existing investors. Atomic Insights is targeting a large and fast-growing segment of the wealth management infrastructure market, where RIAs and family offices are being pushed to deliver “family CFO” services without the back-end systems to support them at...
OneVest Strengthens Custodian Connectivity with New Aviso Integration
November 19, 20254 min
OneVest, which delivers a Wealth Operating System that unifies and modernizes wealth management, today announced a new custodial integration with Aviso. OneVest supercharges platform connectivity for wealth firms with new custodial integration with Aviso. This enhanced interoperability enables firms to unify core operational workflows within the OneVest platform, streamlining operations and accelerating digital transformation. This new integration with Aviso highlights OneVest’s ability to deliver end-to-end connectivity on accelerated timelines, enabling firms to streamline operations, modernize client experiences,...
InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions
August 8, 20255 min
Intelligent Solutions Demonstrate Company’s Commitment to Creating a Smarter Financial Future for Wealth Management Partnerships with Leading AI Technology Firms smartKYC and Zocks Accelerate Smarter Client Onboarding, Proactive Risk Insights and Personalized Advisor-Client Collaboration
VestGen Wealth Partners Welcomes Industry Leaders to its Advisory Board
March 11, 20255 min
Establishment of Board Advances Firm's Strategic Approach to Solving Industry's Complex Succession and Organic Growth Challenges