Breaking News
Sort by:
Top Post
ComplyAdvantage Fintea Chats: Lucy Heavens on Compliance, Technology and the Future
At the ComplyAdvantage Fintea Chats, Lucy Heavens, founder of Heavens Sent GTM Services, gives refreshingly […]
Addepar's Global Expansion Accelerates with New Switzerland Office
Addepar announced the opening of its new office in Switzerland marking its latest step in their mission to connect the global investment ecosystem
HSBC UK Private Banking Partners With Addepar to Provide Brand-New Client Reporting Experience
HSBC UK Private Banking is the first major UK bank to adopt Addepar's leading software platform designed specifically for wealth managers
Pontera Raises $60 Million to Help US Workers Retire Better
Pontera, the fintech company enabling 401(k) participants to receive comprehensive wealth management services by personal […]
Addepar raises $117M in Series E funding
Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding […]
- Lüt Announces Strategic Partnership with Safe Harbor to Expand Access to Compliant Closed-Loop Payments for Cannabis and Specialty Merchants Read more
- Figure Partners with moomoo and Keplr to Expand Global Access to the On-chain Public Equity Network (OPEN) Read more
- OneDome Raises $25M Pre-Series C, Bringing Total Funding to $40M Read more
- intelliflo and Söderberg & Partners Form Strategic Partnership to Drive Adviser Efficiency Read more
- Axiology Secures €5 Million Seed Funding to Accelerate the Modernisation of Europe’s Capital Markets Read more
