Hiive is rebranding as Clarity, expanding its positioning from a private-market secondary transaction marketplace into a broader financial services platform for primary…
Wealth management firms have spent years assembling technology stacks from separate CRM, portfolio accounting, reporting, rebalancing and tax-management applications. Verapath and GenTrust…
Wealth technology infrastructure provider Dispatch has launched the Dispatch API, opening its account-opening infrastructure to wealthtech companies, fintech providers and technology-focused registered…
Finloop Finance Technology Holding Limited has completed a Series A+ financing round of more than $10 million, backed by strategic investors including…
Williams Tax & Financial Services joins LPL Financial platform, signaling a shift in advisor‑centric technology. On July 23, 2026, LPL Financial announced that the…
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…
Quicken — the long‑standing personal‑finance software maker — has been added to CNBC’s Fintech Companies list for 2026, a ranking compiled with Statista. The accolade, awarded…
A community‑focused AI curriculum goes into its second year Milwaukee – On July 1, 2026, Associated Banc‑Corp (NYSE: ASB) announced the rollout of the…
Bybit Private Wealth Management (PWM) entered the spotlight on June 17, 2026, announcing that its crypto‑focused wealth platform delivered double‑digit annualised returns over the…
World Insurance Associates — a Top 50 U.S. insurance brokerage—announced on June 16, 2026 that it has completed the acquisition of ML Ruberton Agency and MLR Risk Management, a…