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

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 ...

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 ...

(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' ...

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

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 ...

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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 ...

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In April 2024, headlines broke that private equity (PE) acquisitions in the wealth management sector were surging—surpassing 300 deals in the previous year alone. But even now in mid-2025, the pace ...