The wealth management technology provider says it will use the capital to upgrade its software, expand its alternative ...

Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking.

“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.

Aon had bought Wealthspire Advisors, Fiducient Advisors and Newport Private Wealth as part of a $13.4 billion acquisition ...

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

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