Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets
Copia Wealth Studios Unveils “Clarity”
March 21, 20255 min
Copia Wealth Studios today announced the launch of “Copia – Clarity,” an advanced wealth management platform designed specifically for sophisticated allocators managing diverse investment portfolios. The new solution addresses the growing complexity faced by successful entrepreneurs and family offices who manage multiple alternative investments across fragmented investor portals. “Today’s ultra-high-net-worth investors, particularly those who have recently exited businesses, face huge challenges making sense of their expanding investment portfolios,” said Michael Sikorsky, CEO of Copia Wealth...
LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
February 26, 20255 min
LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at...
Amplify Achieves Record Growth, Doubles Headcount and $18 Bn+ in AUM
February 5, 20257 min
Rapidly growing wealthtech platform marks breakout year, bolstered by leadership hires and new client additions
Farther Secures $72 Million from CapitalG and Viewpoint Ventures
October 14, 20245 min
Farther's AUM Surges 5x Year-Over-Year, Surpassing $5B
FusionIQ Announces Integration with Blueleaf For Enhanced Advisor, Client Experience
July 13, 20234 min
FusionIQ's Digital Wealth Platform To Deliver Innovative Reporting Capabilities Through Vital Partnership
Orion Portfolio Solutions Selects Docupace for Workflow Automation
February 16, 20235 min
Fast-growing TAMP consolidating and streamlining operations
New FIS Wealth Management Platform Brings Rich Data Insights to the Client Relationship
June 10, 20203 min
New FIS Unity wealth management platform leverages advanced data analytics to give advisors rich insights into the financial needs of their multi-generational clients. FIS Unity offers a single, 360-degree picture of clients’ financial assets across multiple financial providers through integrated APIs. The solution leverages an innovative approach to workflow that automates and streamlines processes.
Redi2’s BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner
February 18, 20202 min
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, today announced that it has selected Redi2Technologies’ BillFinTM solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub that is a hallmark of the CircleBlack experience. “In everything we do, our goal is to leverage and seamlessly integrate best in class technology such...
BBR Partners Selects d1g1t as its Enterprise Wealth Management Platform
December 10, 20193 min
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced that BBR Partners, LLC (“BBR”) has selected d1g1t’s analytics, reporting and performance management software solution after conducting an extensive analysis of available options in the market. Ranked #8 on Barron’s Top 50 RIA Firms for 2019, BBR serves more than 140 client families representing over $16 billion in assets under management from offices in New York, San Francisco and Chicago....