wealth management industry

3iQ Joins Global Elite with WealthBriefing European Award 2026

March 23, 20264 min

3iQ Corp, a pioneer in institutional digital asset investment solutions, is pleased to announce that it has been recognised as a winner for the category of “Digital Assets Solution/ F The annual WealthBriefing European Awards programme recognises the most innovative and exceptional firms, teams and individuals in the wealth management industry. The awards have been designed to showcase outstanding organisations grouped by specialism and geography which have been deemed to have ‘demonstrated innovation and excellence...

by PRNewswire

Investments

Quorus Raises $5M Seed to Scale Tax-Managed Portfolio Platform

March 18, 20266 min

Quorus, a technology-driven asset manager, today announced the close of its $5 million seed round anchored by WisdomTree with major participation from Connecticut Innovations, Nassau Financial Group, as well as strategic investors from across the wealth management industry. The round comes as asset managers and advisors continue to launch and adopt custom, tax-managed, separately managed account solutions. Quorus operates as an extension of the asset manager, providing operational infrastructure to manage thousands of separately managed...

by PRNewswire

Investments

ECHELON Partners Releases 2025 RIA M&A Deal Report

February 16, 20265 min

Award-winning research report underscores accelerating consolidation, capability-driven expansion, and evolving buyer dynamics across the wealth management sector

by GlobeNewswire

Investments

WealthTech Pioneer Bill Crager Joins iAltA Holdings Founding Team

October 10, 20253 min

Former Envestnet Co-Founder and CEO will tap his deep industry expertise to further iAltA’s mission of enhancing and evolving private market infrastructure

by BusinessWire

Investments

Dynasty Secures $125M Credit Facility to Fuel Growth and Innovation

September 30, 20254 min

Commitments from UMB Bank, Flagstar, J.P. Morgan, and Goldman Sachs Add to Dynasty’s Fortress Balance Sheet Position

by BusinessWire

Platforms

Dispatch Raises $18M to Boost AI Data Infrastructure for Advisors

September 5, 20256 min

Funding underscores demand for clean, connected client data across wealth management

by BusinessWire

Platforms

Insigneo Launches Alia 2.0 for Advisor Connectivity

September 5, 20255 min

The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.

by BusinessWire

Platforms

GReminders Launches AI “Do Anything” Assistant for Advisors

July 24, 20256 min

Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts

by BusinessWire

Platforms

Advisor360° Earns “Summiteer” in Oasis Group’s WealthTech Report

July 16, 20254 min

Advisor360° has been recognized as a Summiteer in a new research report from The Oasis Group, a leading consultancy for the wealth management industry. The Summiteer designation is reserved for the highest-performing WealthTech platforms—those with comprehensive and flexible product offerings that meet the needs of a broad cross-section of wealth managers. The Peaks Research for Wealth Platforms evaluates how the industry’s top technology platforms empower wealth management firms to better serve clients, analyzing ideal customer personas, strengths, areas for improvement, and...

by BusinessWire

Direct Lending

First Rate launches Alts Data Management Solution for wealth ops

May 8, 20255 min

Empowering wealth management firms with the tools they need to streamline alternative asset management, reduce errors, uncover hidden insights, and make informed decisions faster - enabling them to thrive in an increasingly complex investment landscape.

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