Wealth.com has been selected as the exclusive estate planning partner for OneDigital, a strategic advisory firm offering ...

RockFi, a fintech company specialising in private wealth management, has raised €18m ($19.45m) in a Series A funding round led by Partech. The round also saw participation from existing investor ...

Alpheya eyes operational investments over the next three years, starting with the launch of a new office in Al Ain Region.

The fintech firm bolstered its capability in ... and redefine what’s possible in wealth management,” said Wealth.com CEO Rafael Loureiro.

Spotlighting the top portfolio management software and fintech providers in Canada at the leading-edge of innovation ...

Many buyers and sellers of wealth management firms are likely to thrive, ensuring their clients receive excellent care. However, after the initial euphoria of the merger subsides, numerous buyers and ...

80% of wealth managers believe AI will revolutionize the industry by 2025, particularly in portfolio management and risk ...