#Wealth Management

6 articles with this tag

Alix Secures $20M Series A for AI Estate Settlement Platform
Funding Round

Alix Secures $20M Series A for AI Estate Settlement Platform

6 months ago
Eton Solutions Secures $58M Series C for AI Wealth Management
Funding Round

Eton Solutions Secures $58M Series C for AI Wealth Management

7 months ago
Savvy Wealth Secures $72 Million Series B Funding
Funding Round

Savvy Wealth Secures $72 Million Series B Funding

7 months ago
Funding Round

SemperVirens Launches FinTech Accelerator with Potential for $1M-$5M Investments

8 months ago
Press Release

Arax Investment Partners Acquires Schechter Investment Advisors, Broadening Midwestern Presence

8 months ago
Press Release

Carson Group Strengthens Tech Stack with Launch of AI Assistant

9 months ago