Tags: Financial Advisors

Allfunds has launched Nextportfolio 4, a major upgrade enhancing its subscription services for wealth managers, advisors, and portfolio managers. This version leverages advanced AI technology…

Jump, an AI solutions provider for financial advisors, has raised $20 million in a Series A funding round led by Battery Ventures, with contributions from…

Habits Inc., a marketplace aiding young families in finding verified financial advisors, has secured $1.1 million in pre-seed funding, led by Atlanta Ventures. Following a…

Interactive Brokers has enhanced its web-based Advisor Portal, offering new tools for financial advisors to improve client account management and trading efficiency. Key updates include…