Displaying 8 results
Savvy Advisors adds three wealth managers in California, Arkansas
RIA focuses on high-net-worth clients using a proprietary platform.
Galvin launches investigation into brokers’ use of AI
The Massachusetts Secretary of the Commonwealth sent letters to firms including JPMorgan and Morgan Stanley to learn how they are using AI with investors.
Savvy launches fully integrated AI platform for advisors
The platform automates processes such as new account onboarding, portfolio recommendations, and personalized financial planning.
Alternativ raises $10 million as digitally native RIAs pick up steam
The funding will be used to continue developing the firm's technology and to grow its RIA, Alternativ Wealth, through acquisitions.
Farther surpasses $675M AUM as digitally native RIAs gain traction
A new generation of registered investment advisors are just building fintech themselves, since what's on the market falls short of the digital experience they want to offer.
Digital RIA Savvy launches direct indexing
Instead of using a product that was already on the market, Savvy built its direct indexing software in-house.
The latest in financial #AdviserTech — April 2022
This month’s #AdviserTech roundup looks at Wealthbox's funding round and the transition in advisory firms' use of CRM systems, Summit Wealth Systems' attempt to build the next generation of performance reporting, and Advyzon's new TAMP.
Wealthtech startups look to compete with RIA aggregators
Fintechs are buying books of business and hoping in-house tech stacks are enough to entice financial advisers to come on board.
