The rebrand is less about nostalgia and more about focus: a deliberate step to reinforce its role as a best-in-breed solution ...

Charleston, SC, Sept. 08, 2025 (GLOBE NEWSWIRE) -- Milemarker™, the data engine for wealth management that gives advisory firms unlimited insight through unified data, today announced it has won in ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. With the generational transfer of wealth, new regulations and growth in ...

LONDON, Sept. 9, 2025 /PRNewswire/ -- Headquartered in London, Sarkee Capital operates as a fully digital, global asset management company. With a philosophy centered on digital-first, ...

Eton Solutions, the US-based wealth management platform, has developed an AI tool that can integrate directly with global wealth managers’ and family offices’ back-end systems.

Addepar notes that in wealth management, where client expectations are more demanding, saving time has understandably become a priority.

SS&C, a multinational provider of investment and financial services and software for the financial services and healthcare sectors, will be acquiring Innovest Systems, a wealth management technology ...

Orion is expanding its portfolio of tech capabilities with a strategic takeover of an award-winning advisor tech platform. On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a ...

DUBLIN, Aug. 20, 2019 /PRNewswire/ -- The "Private Banking and Wealth Management Systems Case Studies" report has been added to ResearchAndMarkets.com's offering. This compilation of Private Banking ...

Balance Wealth Management launches U.S. operations, delivering integrated, value-based planning for cross-border families ...

Temenos Wealth is awarded 'best-in-class' status for integrated portfolio management and securities trading platform for wealth managers and private bankers GENEVA, Switzerland, Aug. 04, 2022 (GLOBE ...

DALLAS, Aug. 22, 2023 (GLOBE NEWSWIRE) -- Avantax ®, a leader in tax-focused financial planning and wealth management, has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth ...