Era, the AI-driven financial intelligence platform redefining personal wealth management, has secured $6.2 million in seed ...

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he sees as archaic ...

We picked Empower Personal Dashboard™ (formerly Personal Capital) as the best budgeting app for tracking net worth because of its outstanding reporting, investment management and spend-tracking ...

Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices ...

Encore Merges Silicon Valley Innovation With Personalized Financial StrategyBellevue, Washington, United States, February 10, 2025 -- PCM ...

The software helps real-estate professionals manage assets and financial data, but also attract new renters and clients. Aimed at streamlining processes in the real-estate and property management ...

Avior Wealth Management LLC’s holdings in Take-Two Interactive Software were worth $246,000 as of its most recent filing with the SEC. Several other large investors have also recently added to ...

Spire Wealth Management’s holdings in Paycom Software were worth $131,000 at the end of the most recent reporting period. Other hedge funds have also recently modified their holdings of the company.

If you’re a rental business owner looking to become more organized, grow your business and master the management of your units in the new year, look no further than property man ...