CAZ Launches Growth Fund for Private Asset Manager Stakes
CAZ Investments has launched the CAZ GP Stakes Growth Fund, a registered interval fund giving investors access to minority stakes in private asset managers. The new vehicle joins CAZ’s existing…
TIAA Adds Donor-Advised Funds to Wealth Planning
TIAA Wealth Management has launched a donor-advised fund program that integrates charitable giving with clients’ broader financial, tax and estate planning. Developed with Charityvest, a public charity powered by Foundation…
Apex, Range Finance Expand Digital Wealth Infrastructure
Apex Fintech Solutions and Range Finance have formed a strategic alliance to expand Range’s digital wealth-management platform, using Apex’s AscendOS infrastructure for account opening, transfers, funding and portfolio management. The…
Ledyard Financial to Detail Banking Growth at Investor Event
Ledyard Financial Group will present its latest banking and wealth-management performance at the Financial Services Virtual Investor Conference on September 24, with CEO Josephine Moran and CFO Peter Sprudzs scheduled…
Hiive Rebrands as Clarity for Private-Market Finance
Hiive is rebranding as Clarity, expanding its positioning from a private-market secondary transaction marketplace into a broader financial services platform for primary and secondary investing, shareholder liquidity and private-market access.…
Verapath and GenTrust Launch VIRA, an AI-Native Wealth Management Platform
Wealth management firms have spent years assembling technology stacks from separate CRM, portfolio accounting, reporting, rebalancing and tax-management applications. Verapath and GenTrust are taking a different approach with VIRA, an…
Dispatch Opens Wealthtech Infrastructure With New Account-Opening API
Wealth technology infrastructure provider Dispatch has launched the Dispatch API, opening its account-opening infrastructure to wealthtech companies, fintech providers and technology-focused registered investment advisers. The API allows firms to embed…
Finloop Raises $10M+ to Expand AI Wealth Technology
Finloop Finance Technology Holding Limited has completed a Series A+ financing round of more than $10 million, backed by strategic investors including HSBC and People’s Capital, as the Hong Kong-based…
Williams Tax & Financial Services joins LPL Financial platform, signaling a shift in advisor‑centric technology
Williams Tax & Financial Services joins LPL Financial platform, signaling a shift in advisor‑centric technology. On July 23, 2026, LPL Financial announced that the Los Alamitos‑based advisory firm, led by veteran CFP® Steve Williams,…
VersaBank Launches Real‑Time Structured Receivable Program, Adds Industry Veteran Moe Danis to U.S. Team
VersaBank announced on July 23, 2026 that its newly minted Real‑Time Structured Receivable Program (SRP) is now live in the United States, and the bank has bolstered its U.S. go‑to‑market unit with…
