WealthTech Weekly: May 5, 2023

WealthTech Weekly: May 5, 2023

Welcome to the Wealthtech news highlights of this week. See how leaders in financial services are doing this week.

What’s going on:

  • Range nets $12m for the growth of its AI Wealthtech offering
  • Dynasty Financial Partners starts an investment bank
  • GBST purchases WealthConnect
  • Kidbrook...

Welcome to the Wealthtech news highlights of this week. See how leaders in financial services are doing this week.

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Top 11 Budgeting & Wealth Management Tools for Your Business and Personal Finance

Top 11 Budgeting & Wealth Management Tools for Your Business and Personal Finance

Fintechs face intense competition in the market coupled with macroeconomic pressures. They either evolve or die. The companies I feature in this article dig in their heels during the “crisis as usual” era. By upgrading their apps and offering new unique experiences, these Fintech market players secure their sweet spots in the world of finance.

If...

Fintechs face intense competition in the market coupled with macroeconomic pressures. They either evolve or die. The ...
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WealthTech Weekly: April 28, 2023

WealthTech Weekly: April 28, 2023

Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry. See how leaders in financial services are doing this week.

What’s going on:

  • Morningstar adds model portfolios to its array
  • Allworth Financial acquires McDaniel Knutson Financial
  • First Rate ...

Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry. See how leader...
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