NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built ...

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

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

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

The wealth tech platforms are expanding their offerings for advisors with new philanthropic and estate planning integrations.

Wealth management technology and marketing services company F2 Strategy has announced the acquisition of Florida-based financial technology, software and operations provider, MD Solutions. This marks ...

CHICAGO, Sept. 10, 2025 /PRNewswire/ -- GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite ("FMG" or "the Company"), a leading ...

Aon had bought Wealthspire Advisors, Fiducient Advisors and Newport Private Wealth as part of a $13.4 billion acquisition ...

After a multiyear effort to build its wealth management business, Blucora Inc. said Tuesday it had agreed to sell its tax software business, TaxAct, for $720 million, and will rebrand the company ...