AdvisorEngine Unveils Enhanced Client Portal Designed for Modern Wealth Management Experience February 25, 2026
Carta Introduces 401(k) Solution for Private Companies, Integrating Morgan Stanley and Vestwell Offerings February 25, 2026
Integrated Partners Launches Private Wealth Brand for Business Owners Navigating Liquidity Events February 25, 2026
GReminders Enhances AI-Powered Meeting Integration with Orion’s Redtail CRM for Financial Advisors February 25, 2026
Eton Solutions Expands Wealth Management Platform to Direct-to-Consumer Market with EtonAlpha™ February 22, 2026
Nitrogen Unveils Agentic AI Engine Nucleus and Expands Advisor Platform Capabilities February 22, 2026
Claro Advisors Launches AI-Native Wealth Management Platform Following NDVR Acquisition February 13, 2026
Savvy Advisors Integrates Colorado Wealth Group, Reports Over 4.5x Growth in Past Year February 13, 2026
ProCap Financial to Acquire Silvia, Aims to Become First Publicly Traded Agentic Finance Firm February 12, 2026
KnowBe4 Appoints Alex Callihan as Chief Technology Officer to Lead AI Security Innovation June 19, 2026
BlackRock Launches iShares Bitcoin Premium Income ETF (BITA) for Bitcoin Exposure with Monthly Income June 19, 2026
Zip US to Support Stripe’s Shared Payment Tokens, Integrating Flexible Payment Options into AI Commerce June 19, 2026
Blackhawk Network Launches Game On Ontario, Canada’s First Multi-Brand Betting Gift Card June 19, 2026
Zocks Unveils Client Queries, an AI Tool for Enhanced Advisor Growth and Client Service June 19, 2026
