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 ...

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

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

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This follows adoption in the US Private Bank, with rollout in the Channel ...

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