Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual ...

The integration of OneVest into Westwood Wealth Management’s operations marks a significant advancement in leveraging technology to enhance client engagement and advisor productivity.

U.S. Wealth Management, which includes Corient Private Wealth, an integrated wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients across the ...

“Our partnership with Addenda’s Private Wealth division is a testament to the transformative potential of technology in wealth management,” said Amar Ahluwalia, CEO of OneVest.

Private wealth management offers personalized financial solutions for high-net-worth individuals. Learn about its services and benefits.

TA Associates and Montagu Private Equity have agreed to become co-controlling shareholders of Harvest, a front-office wealth management software provider.

Wealth management technology and marketing services company F2 Strategy has announced the acquisition of Florida-based financial technology, software and operations provider, MD Solutions.