The wealth management technology provider says it will use the capital to upgrade its software, expand its alternative ...

TORONTO--(BUSINESS WIRE)--Addenda Capital, a leader in sustainable investment management has selected OneVest, a cutting-edge wealth management technology company as its wealth management software ...

U.K.’s leading independent Chartered Financial Planning firm, has extended its service agreement with SS&C Hubwise. SS&C ...

VistaOne is an evergreen investment vehicle providing direct and continuous access to the full suite of Vista’s private equity strategies VistaOne offers fully drawn exposure to direct deals with one ...

Digital wealth platform Endowus Pte acquired a majority stake in an independent wealth manager in Hong Kong as the Singaporean company builds out its business beyond the city-state. The deal to buy ...

(Reuters) -Robinhood is rolling out wealth management and private banking services for investors with modest portfolios, as the trading platform looks to have a bigger influence on its users' ...

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Kestra Private Wealth Services LLC lifted its stake in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 69.1% during the first quarter, according to its most recent filing ...