-
The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
February 5 -
A cultural swap between Wall Street and the Valley may be changing how both sides of the financial aisle operate.
December 6 -
Before you choose the technology that powers the day-to-day work of your business, it’s sensible to ask how each potential partner is funded.
October 11Orion Advisor Services -
For younger investors, the current experience of "finding and investing in a mutual fund feels very broken," says co-founder of the investing app startup.
September 26 -
Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.
September 25 -
Fintech accelerator Scratchworks kicked off its second competition, having already funded two winning startups from its inaugural contest.
September 19 -
Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.
September 10 -
Feeding a constant flow of launches are predictions that digital-first advice firms will manage over $4 trillion in the next two years.
August 15 -
GraniteShares had yet to launch a fund when Kristen Winther joined two years ago. Now with five products on the market, it’s a “full-fledged business.”
May 25 -
The latest influx, which closed late last year, brought in $75 million.
March 23