#Wealth Management

Robinhood Links Clients to Advisors

Robinhood launches the Robinhood Advisor Network and AI tools for RIAs, connecting users with financial advisors and streamlining professional wealth management.

Databricks AI for Wealth Advisors

Databricks Genie uses conversational AI to help wealth advisors quickly access client data, reducing prep time and improving client interactions.

Tilt Raises $7.1M Seed to Advance AI Direct Indexing Platform

Tilt, an AI-powered direct indexing platform, secured $7.1 million in Seed funding.

Tilt Raises $7.1M Seed to Advance AI Direct Indexing Platform

Tilt, an AI-powered direct indexing platform, secured $7.1 million in Seed funding.

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

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

Savvy Wealth Secures $72 Million Series B Funding

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

Arax Investment Partners Acquires Schechter Investment Advisors, Broadening Midwestern Presence

Carson Group Strengthens Tech Stack with Launch of AI Assistant