Fintech

Displaying 4794 results
Fintech bytes: GReminders and Advisor CRM announce AI-related updates
FINTECH JUL 01, 2025
Fintech bytes: GReminders and Advisor CRM announce AI-related updates

GReminders is deepening its integration partnership with a national wealth firm, while Advisor CRM touts a free new meeting tool for RIAs.

By Leo Almazora
Supreme Court slaps down challenge to IRS summons for Coinbase user data
ALTERNATIVES JUN 30, 2025
Supreme Court slaps down challenge to IRS summons for Coinbase user data

Crypto investor argues the federal agency's probe, upheld by a federal appeals court, would "strip millions of Americans of meaningful privacy protections."

By Bloomberg
Envestnet sells off Yodlee to PE firm STG
FINTECH JUN 26, 2025
Envestnet sells off Yodlee to PE firm STG

The "strategic divestiture" comes after years of legal challenges and speculation swirling around the analytics and data aggregation platform.

By Leo Almazora
Nitrogen, Jump, and Zocks double down on integrations as RIAs push for smarter tech stacks
FINTECH JUN 25, 2025
Nitrogen, Jump, and Zocks double down on integrations as RIAs push for smarter tech stacks

New tie-ups with Advyzon, RightCapital and PreciseFP reflect growing demand for flexible, connected tools.

By Leo Almazora
Foundation Source bolsters philanthropy platform with acquisition of West Coast firm
FINTECH JUN 25, 2025
Foundation Source bolsters philanthropy platform with acquisition of West Coast firm

The transaction significantly expands the firm's reach and capabilities.

By Steve Randall
Younger investors remain resilient amid market turbulence, survey reveals
RETIREMENT PLANNING JUN 25, 2025
Younger investors remain resilient amid market turbulence, survey reveals

Use of digital tools and a longer investment horizon are clear advantages.

By Steve Randall
Riskalyze mastermind Aaron Klein comes back with AI to 'kill broken meetings'
FINTECH JUN 24, 2025
Riskalyze mastermind Aaron Klein comes back with AI to 'kill broken meetings'

The fintech pioneer's latest venture, launched with Scott Hanson, Ric Edelman, and other industry luminaries, looks to succeed where he sees AI notetakers failing.

By Leo Almazora
'Not every RIA needs to sell to a big aggregator'
FINTECH JUN 23, 2025
'Not every RIA needs to sell to a big aggregator'

Altruist founder and CEO Jason Wenk shares insights on the custodial platform's refresh, how it's striking a chord among entrepreneurial advisors, and what's ahead after its latest $152 million funding round.

By Leo Almazora
Robo platform Wealthfront teases IPO plans
FINTECH JUN 23, 2025
Robo platform Wealthfront teases IPO plans

The digital investment platform's announcement of a confidential submission to the SEC comes amid a broader trend of consumer fintech firms going to market.

By Leo Almazora
Goldman, Citi back NaviPlan architects in fresh bet on AI-powered financial advice
FINTECH JUN 23, 2025
Goldman, Citi back NaviPlan architects in fresh bet on AI-powered financial advice

The Canadian startup's latest funding round, raising $60 million from the banks and other investors, is set to fuel its continued expansion into the US.

By Leo Almazora
Fintech bytes: Orion and eMoney add new planning, investment tools for RIAs
FINTECH JUN 20, 2025
Fintech bytes: Orion and eMoney add new planning, investment tools for RIAs

Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.

By Leo Almazora
Envestnet extends investment offerings with new alts model portfolios
ALTERNATIVES JUN 18, 2025
Envestnet extends investment offerings with new alts model portfolios

The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.

By Leo Almazora
Getting your head around AI when compliance is a big concern
FINTECH JUN 17, 2025
Getting your head around AI when compliance is a big concern

As industry edges closer to the technology, an expert explains the options.

By Steve Randall
Fintech bytes: Orion, Altruist unveil new RIA-focused integrations
FINTECH JUN 16, 2025
Fintech bytes: Orion, Altruist unveil new RIA-focused integrations

Orion's latest update, a partnership with 11th.com, focuses on an underserved area of compliance for advisors and wealth firms.

By Leo Almazora
CFP Board names Barry Gersten head technology officer
FINTECH JUN 12, 2025
CFP Board names Barry Gersten head technology officer

The seasoned IT leader arrives as the credentialing body for CFP professionals considers AI's implications for the future of financial planning.

By Leo Almazora
Wealthbox eyes next growth phase with $200M Sixth Street investment
FINTECH JUN 11, 2025
Wealthbox eyes next growth phase with $200M Sixth Street investment

The top-rated advisor CRM provider is poised to broaden its footprint across the RIA and enterprise BD space with fresh funding for new AI features, expanded integrations, and deeper enterprise capabilities.

By Leo Almazora
'It was never about beating the market'
FINTECH JUN 11, 2025
'It was never about beating the market'

Fintech founder and CEO unpacks how TAMPS and other legacy systems have hampered advisors' value, and how AI can spark more human client conversations about their investments.

By Leo Almazora
AI in retail investing set to shake up stock market
EQUITIES JUN 10, 2025
AI in retail investing set to shake up stock market

With Main Street investors now able to trade as fast as some qualitative hedge funds, seismic changes could be ahead for the larger equity market.

By Bloomberg
Fintech bytes: FMG and Snappy Kraken beef up their marketing tech
FINTECH JUN 10, 2025
Fintech bytes: FMG and Snappy Kraken beef up their marketing tech

The two leading wealth tech providers are boosting their support for growth-focused advisors with new integrated features and AI-powered tools.

By Leo Almazora
AI widens tech divide between RIAs and banks
FINTECH JUN 06, 2025
AI widens tech divide between RIAs and banks

New data from F2 Strategy shows 95% of RIAs are using AI - four times the adoption rate of banks. Trust companies account for 90% of firms not using AI, raising alarms about their ability to stay competitive.

By Andrew Cohen