Crowdfund Insider

Betterment Announces Acquisition of Rowboat Advisors to Enhance Platform for RIAs

Betterment, which claims to be the largest independent digital investment advisor in the U.S., announced the acquisition of Rowboat Advisors, a provider of portfolio management software with advanced ...
Business Wire

Orion Showcases the Future of Advisor Technology with Orion Denali AI — the Enterprise Intelligence Platform at the Core of Its AI-First Ecosystem

OMAHA, Neb.--(BUSINESS WIRE)--Orion today announced Orion Denali AI, the new enterprise intelligence platform powering its AI-first ecosystem and transforming how advisors and executives turn data ...
TravelPulse

New Platform Gives Travel Advisors Access to a Network of Vetted Local Experts

Online travel agency kimkim has a new platform designed to connect travel advisors with a global network of destination management companies and vetted in-destination specialists. The platform gives ...
Seeking Alpha

Voya Financial launches WealthPath platform for its financial advisors, expanding wealth management capabilities inside and outside retirement plans

BOSTON--(BUSINESS WIRE)-- Voya Financial, Inc. (VOYA) today announced the launch of its WealthPath platform, a significant advancement for Voya Financial Advisors representatives and the clients it ...
Morningstar

Advyzon Expands Its All-In-One Platform With Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that financial planning will be a new offering on their ...
Morningstar

GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors

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 ...