WealthFeed, the AI-powered money-in-motion prospecting and enrichment platform for financial advisors, today announced a strategic collaboration with Proofpoint, Inc., a global leader in technology ...
While former LPL CEO Dan Arnold first hinted at building its own integrated account in 2022, it was Chief Wealth Officer ...
Through its regulated Arta Wealth business and enterprise SaaS platform, Arta AI, the company combines advanced artificial intelligence with human financial expertise and world-class experience design ...
As Schwab forces clients to reset credentials to curb third-party access, the 401(k) fintech Pontera maintains "Fidelity ...
NEW YORK, Nov. 5, 2025 /CNW/ - OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, is ...
Fintel reports that on November 3, 2025, Barclays maintained coverage of APi Group (NYSE:APG) with a Overweight ...
Apex Fintech Solutions Inc. (“Apex”), a leader in digital investment infrastructure, has announced a strategic collaboration ...
FinoTraze unveils cutting-edge AI trading technology for smarter investing, offering secure, fast, and transparent automation ...
The payments fintech recently introduced AI agents to its lineup of products banks and credit unions can pick from and add to ...
Our technology columnist profiles the way tech-forward RIA Compound Planning is embedding AI into its platform.
Fintel reports that on October 31, 2025, Citigroup maintained coverage of APi Group (NYSE:APG) with a Buy recommendation.
Tokinvest partners with API Global to unlock tokenised real estate for a new generation of investors
Combines API Global’s track record in sourcing and selling high-performing property assets with Tokinvest’s newly licensed ...
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