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
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
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
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.
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
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...
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.
Intelliflo Redblack has been named a finalist for the Wealth Tech Provider of the Year by Investment News for the second consecutive year. This annual awards program highlights outstanding professionals and firms in the wealth management industry. The WealthTech Provider of the Year category acknowledges companies with a proven track record of success in providing the financial planning and wealth management industry with exceptional services and tools to better serve their clients. After being named...
Savvy Wealth Names Ex-Pathstone GC as Legal & Compliance Head
April 17, 20256 min
The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program
Advisor360° Survey: Generative AI Use Surges Among Financial Advisors
February 26, 20256 min
85% of Advisors Call Gen AI a ‘Help’ in Rapid Shift from Skepticism to Adoption