If the name Joe Lonsdale doesn’t ring a bell, maybe the name Addepar does. Lonsdale is the billionaire co-founder of the ...

Capital, the global fintech company shaping future of investing, announced it has raised over $820 million with the completion of financing round.

AlTi Global is winding down its non-core international real estate business. The wealth-management and investment firm said the wind-down should kick off on Friday and be substantially completed by ...

The $420 million RIA in Auburn Hills and Ann Arbor gives Credent its second and third Michigan locations while pushing it closer to $4 billion in AUM.

F2 Strategy, which is backed by Renovus Capital Partners, has acquired Aliter Investment Services, a Boston-based professional services firm. No financial terms were disclosed. F2 is a wealth ...

What Is A Multi-Family Office? These firms meet the financial and non-financial needs of multiple families (as opposed to ...

Fifty percent of the 2,000 planners surveyed by the foundation in 2023 said they’d rather work at a firm that encourages pro ...

AI is not a replacement for relationships, but an amplifier of them. Industries once thought insulated from artificial intelligence, from healthcare to finance, are now primed for AI adoption and ...

Recently on The Rhonda Swan Show “WAKE UP NYC!” edition, Jake Claver shared his insights into digital wealth management, illuminating how ultra-high-net-worth individuals and family offices can ...

China Asset Management Co. said Qatar Holding LLC became its third-largest shareholder after acquiring a 10% stake, marking ...

SCOTTSDALE, AZ / ACCESS Newswire / July 10, 2025 / Michael Bradley has spent more than 30 years building one of the most ...

Tory Meiborg with Savant Wealth Management explains changes made to Social Security as part of a recently passed tax bill.