Wealthtech

How To Choose The Right AI Partner For Your Firm

AI Should Initiate Workflows, Centralize At The CRM And Enable More Personalization

By WSR Newsroom

/ 27 Aug 2025

Wealthtech Roundup: Amplify, FINNY, AssetLink, GReminders, Nitrogen And More

News Featuring Amplify, FINNY, AssetLink, GReminders, Nitrogen And Indivisible Partners, MyVest And Alphathena, eLegacy And EncorEstate, Cambridge, Templum And FusionIQ, SMArtX, Mission And Vanilla

By WSR Newsroom

/ 26 Aug 2025

Wealthtech Roundup: Amplify, FINNY, AssetLink, GReminders, Nitrogen And More

Regtech Surge: How To Choose The Best RIA Compliance Partner

Eight Essential Elements To Help You Navigate The Regtech Space

By WSR Newsroom

/ 26 Aug 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Cambridge Launches AI Account Opening Tool

The New, Autonomous ‘Digital Associate’ Offers Accuracy ‘Equal – Or Superior – To Human Counterparts,’ The Firm Says.

By Jeff Berman

/ 19 Aug 2025

Sean Van Moorleghem, Chief Technology Officer and Executive Vice President, Cambridge Investment Research

Amplify Launches Tool That Uses ‘Fat Tail Risk’ Modeling Approach

Firm Expects Its QuantumRisk Tool To Change How Advisors Communicate, Manage And Measure Risk.

By Jeff Berman

/ 18 Aug 2025

Ron Piccinini, Director of Investment Research, Amplify Technology

F2 Strategy: The Best Custodial Approach For Advisors Remains ‘Elusive’

A New F2 Strategy Report Says Advisors Still Need A Solution To Change Custodians, Transfer Assets And Switch Accounts Easily.

By Jeff Berman

/ 14 Aug 2025

Doug Fritz, Co-Founder and Executive Chairman, F2 Strategy

FINNY Adds Multi-Channel, Automated Prospect Outreach Feature

Multi-Channel Campaigns Features Include LinkedIn Actions, Allowing Advisors To Schedule Communication On The Networking Site.

By Jeff Berman

/ 7 Aug 2025

GeoWealth Raises $38 Million In Latest Funding Round, Led By Apollo

GeoWealth And Apollo Also Team Up To Improve Integration Of Private Market Funds Into Model Portfolios For RIAs.

By Jeff Berman

/ 4 Aug 2025

Regtech Surge: 5 Ways For Lean RIA Teams To Stay Compliant

Technology Can Provide Small Teams With The Capability To Digitize, Consolidate And Incorporate Real-Time Compliance

By WSR Newsroom

/ 28 Jul 2025

Wealthtech Roundup: World, Orion, Nitrogen, Oasis And More

News Featuring World, Orion, Nitrogen, Oasis, Zocks, Envestnet, BNY Pershing, Osaic, Advisor360°, TIFIN, Arch And Cetera

By WSR Newsroom

/ 22 Jul 2025

Wealthtech Roundup: World, Orion, Nitrogen, Oasis And More

Arch Teams With Masttro To Give UHNW Investors Enhanced Alts Data

Integration Is Intended To ‘Streamline Workflows And Automate Processes For Tracking, Managing And Reporting On Alternative Investments’

By Jeff Berman

/ 17 Jul 2025

Fi3 Advisors Teams With Opto For More Private Markets Investments

The RIA Will Leverage Opto’s Custom Funds To Address The Needs Of Its HNW Clients.

By Jeff Berman

/ 9 Jul 2025

Nathan Kinney, Director of Investments, Fi3 Advisors

How To Choose The Right AI Partner For Your Firm

Regtech Surge: How To Choose The Best RIA Compliance Partner

Cambridge Launches AI Account Opening Tool

Amplify Launches Tool That Uses ‘Fat Tail Risk’ Modeling Approach

F2 Strategy: The Best Custodial Approach For Advisors Remains ‘Elusive’

FINNY Adds Multi-Channel, Automated Prospect Outreach Feature

GeoWealth Raises $38 Million In Latest Funding Round, Led By Apollo

Regtech Surge: 5 Ways For Lean RIA Teams To Stay Compliant

Arch Teams With Masttro To Give UHNW Investors Enhanced Alts Data

Fi3 Advisors Teams With Opto For More Private Markets Investments

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