Docupace Buys RIA Workflow Startup Hubly - Wealth Management
Mar 11, 2025 · Docupace has bolstered its registered investment advisor software services by acquiring startup Hubly, a workflow and operations platform that syncs with advisors’ customer …
Invesco Sells intelliflo to Carlyle for $200M - Wealth Management
Aug 26, 2025 · The deal includes Intelliflo’s U.S. subsidiary, RedBlack, which offers SaaS-based portfolio rebalancing tools and portfolio management software for registered investment advisors.
WealthTech recent news | WealthManagement.com
Oct 28, 2025 · Explore the latest news and expert commentary on WealthTech, brought to you by the editors of WealthManagement.com
Orion to Release New AI Assistants for Advisors - Wealth …
Sep 8, 2025 · The wealthtech provider Orion will be rolling out new functions such as a reporting assistant and dashboard for RIA and financial firm leaders.
What’s In My Wealthstack: Sanctuary - Wealth Management
May 29, 2025 · Sanctuary CTO Robert Coppola discusses the firm’s approach to building a central wealth stack while providing alternate options for its advisor teams.
How the Kitces Fintech Map Charts the Wealth Management Tech …
Apr 10, 2025 · The Kitces FinTech Map has grown from 189 to 551 companies in just seven years, showcasing the shift in advisor value propositions and emerging tech categories.
Pershing X Unveils New Multicustodial Platform, Wove
Jun 6, 2023 · Dubbed Wove, the platform—which has been under development since Pershing X was created in late 2021—integrates advisor tech into a single, “data-driven” and …
Costs of Starting an RIA - Wealth Management
Sep 8, 2015 · Advisor-specific software for portfolio management and financial planning are usually billed monthly. Sequestration Pushing Military Families To Advisors His next mission?
Altruist Raises $152M Led by Singapore Wealth Fund
Apr 22, 2025 · The tech-focused custodian Altruist secures a Series F fundraising round led by GIC, Singapore’s sovereign wealth fund, to fuel product launches and executive hires.
SS&C Unifies Wealth Platforms Under Black Diamond Brand
Aug 5, 2025 · SS&C’s alternative investment data aggregator Accord, CRM Salentica and family office services will all be on one platform under the Black Diamond Wealth Solutions label.