Tag: Wealth Management Technology

Announcements

OneVest Launches OneVest GO AI-Native Wealth Relationship Workspace to Help Independent Advisors and RIA Teams Manage Clients, Prospects and Workflows

NEW YORK — March 16, 2026 Executive Summary OneVest Technologies Inc. announced the launch of OneVest GO, a standalone AI-native wealth relationship workspace designed for independent...

Announcements

Feathery Launches One-Click Schwab Account Opening via API to Enable Automated Wealth Management Client Onboarding Workflows

SAN FRANCISCO — March 9, 2026 — Executive Summary Feathery, an AI data intake and workflow automation platform for wealth management firms, has announced the launch...

Announcements

Wealth.com Launches Tax Planning Platform to Unify Tax and Estate Planning

PHOENIX — January 27, 2026 Executive Summary Wealth.com, a planning platform serving wealth management firms, has announced the launch of Wealth.com Tax Planning, a proprietary solution...

Announcements

AccuQuant Secures $20 Million Funding to Advance AI-Driven Financial Infrastructure, System Architecture, and Automation Capabilities

LONDON — April 3, 2026 Executive Summary AccuQuant has announced the...

Announcements

Claw Wallet Launches AI Agent Wallet Infrastructure to Secure On-Chain Assets, Prevent Liquidation Risks, and Strengthen Autonomous DeFi Operations

SAN FRANCISCO — April 2, 2026 Executive Summary Claw Wallet has...

Announcements

Alpha Ladder Group and Maqam International Holding Launch ADGM Joint Venture for RWA Tokenisation and Web2.5 Cross-Border Payments Across Singapore–UAE Corridor

SINGAPORE — April 2, 2026 Executive Summary Alpha Ladder Group Pte...

Announcements

Merchants & Marine Bancorp Completes Acquisition of Farmers-Merchants Bank to Expand into Acadiana Region and Strengthen Community Banking Operations

PASCAGOULA, Mississippi — April 1, 2026 Executive Summary Merchants & Marine...

Announcements

Alignment Credit Provides Senior Secured Term Loan Commitment to GOAT Foods to Refinance Debt and Accelerate E-Commerce Growth Expansion

NEW YORK — April 1, 2026 Executive Summary Alignment Credit has...

Tag: Wealth Management Technology

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AccuQuant Secures $20 Million Funding to Advance AI-Driven Financial Infrastructure, System Architecture, and Automation Capabilities

Claw Wallet Launches AI Agent Wallet Infrastructure to Secure On-Chain Assets, Prevent Liquidation Risks, and Strengthen Autonomous DeFi Operations

Alpha Ladder Group and Maqam International Holding Launch ADGM Joint Venture for RWA Tokenisation and Web2.5 Cross-Border Payments Across Singapore–UAE Corridor

Merchants & Marine Bancorp Completes Acquisition of Farmers-Merchants Bank to Expand into Acadiana Region and Strengthen Community Banking Operations

Alignment Credit Provides Senior Secured Term Loan Commitment to GOAT Foods to Refinance Debt and Accelerate E-Commerce Growth Expansion