The question of when (or if) wealth management firms need to hire a chief technology officer depends upon a number of factors ...

NEW YORK CITY, NEW YORK / ACCESS Newswire / March 19, 2025 / Zoe Financial ,a digital end-to-end wealth platform that aims to ...

As financial technology continues to evolve rapidly on a global scale, AI-driven wealth management is emerging as a major ...

Lav Kumar’s vision extends beyond building a fintech company; he aims to create 1,000 Crorepatis through MFONLINE’s ...

Wealth managers, financial advisors, trust officers and asset managers use Zephyr to propose a portfolio against a client’s current holdings, screen investment products, perform asset allocation ...

Malaysia-based wealth management platform Versa has completed its Series A funding round led by AHAM Asset Management Berhad (AHAM Capital), the company said, ...

New York-based FINNY is driven by AI. It scored a personal investment from Josh Brown, CEO of Ritholtz Wealth.

Prestige Wealth Inc. (NASDAQ: PWM) (“PWM”, or the “Company”), a wealth management and asset management services provider based in Hong Kong, today announced that, InnoSphere Tech Inc., a wholly owned ...

LPL Financial LLC announced today that financial advisors Larry Hubbard, APMA™, Craig Conner, CFP®, APMA™, ChFC®, BFA™, and Jade Maasch, CFP®, BFA™, APMA™, have joined LPL Financial’s broker-dealer, ...

Nexo has once again been recognized as a leader in digital asset management, winning the Best Cryptocurrency Wallet award at ...

We're proud to recognize them with 'Best Wealth Management Company' for 2025.” The FinTech Breakthrough Awards is the premier awards program founded to recognize the FinTech innovators, leaders and ...