WealthFeed Announces Strategic Collaboration with Proofpoint to Deliver Modern Compliance Capabilities to Growing Advisory Firms

WealthFeed, the AI-powered money-in-motion prospecting and enrichment platform for financial advisors, today announced a strategic collaboration with Proofpoint, Inc., a global leader in technology ...
Business Wire

Summit Financial Enhances AI-Driven Advisor Growth Platform, Extends Innovation Leadership to Better Serve Clients

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering advisors to deliver family office services and optimize business growth, today ...

(CNW) OneVest Accelerates Growth with Its Configurable Wealth Operating System, Ushering in a New Era of Modular, No-Code Infrastructure

NEW YORK, Nov. 5, 2025 /CNW/ - OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, is ...
InvestmentNews

Aboon secures $17.5M seed funding to streamline 401(k) plans for advisors

Aboon, a fintech startup focused on simplifying 401(k) plan administration for financial advisors, has raised $17.5 million in seed funding led by Bain Capital Ventures. The investment aims to support ...

Liexs Digital Asset Center Unveils Next-Gen Trading Interface and API Upgrade

Los Angeles, CA, Oct. 31, 2025 (GLOBE NEWSWIRE) -- Liexs Digital Asset Center recently announced the launch of its ...