
Atomic Secures $30 Million to Scale Embedded Investing Globally
Atomic, the embedded investing platform helping fintechs and financial institutions bring wealth services directly to

Atomic, the embedded investing platform helping fintechs and financial institutions bring wealth services directly to

Eaglebrook, an investment platform that provides registered investment advisors (RIAs) with direct access to bitcoin

Tema ETFs (“Tema”), the New York-based provider of innovative exchange traded funds (ETFs), has surpassed

NewEdge Wealth is opening its first office in Chicago and they’ve chosen a familiar face

San Antonio-based Firm to Drive Growth Through Sanctuary’s Partnered Independence Model Sanctuary Wealth (Sanctuary), providing

FNZ, the global wealth management platform, has announced that it has reached a record milestone

Advisors cite personalized support and growth-focused resources at Ameriprise as key factors in their decisions

Raymond James is proud to welcome two seasoned financial professionals, Leo Boisvert and Erik Heben,

Multi-generational $120M team departs LPL to affiliate via Alpha Omega Wealth Partners, citing cultural fit

HSBC is proud to announce that US Head of Wealth and Private Banking Racquel Oden

Shaping Resilient and Innovative Allocation Strategies for the Future Noah Holdings Limited, through its global

Strengthening iA’s position in the Canadian independent wealth management space iA Financial Corporation (“iA”) and