Wealth management platform Performativ has raised $14mn (£10.37mn) as it targets expansion with its front-to-back wealth ...

LOS ANGELES, CA / ACCESS Newswire / April 23, 2026 / Law Practice AI (lawpractice.ai) today announced the full ...

The first generation of advisor-specific AI notetakers was relatively narrow in focus. They transcribed advisors' meetings ...

Decimal, an operating platform for accounting firms, today announced the launch of its national franchise network. The company, which spent six years serving more than a thousand small businesses ...

New SaaS platform introduces a structured three-step framework to improve margins, boost productivity, and reduce operational ...

CNW/ - Today, we're launching the OneVest MCP Server, a dedicated Model Context Protocol bridge designed to securely expose ...

Jump, the leading artificial intelligence (AI) operating system for financial advisors and other financial services providers, today announced the expansion of its leadership team with four key hires ...

Marloo raises $10M led by Blackbird Ventures for its AI platform for financial advisers. 650 firms, 40%+ monthly growth, near-zero churn in under a year.

Marloo has secured a $10 million seed round as it pushes beyond simple AI note-taking tools and toward becoming a full ...

RFG Advisory is strengthening its platform with new board appointments and a strategic investment aimed at accelerating its ...

LOS ANGELES, CA / ACCESS Newswire / April 23, 2026 / Law Practice AI (lawpractice.ai) today announced it has reached ...

Advisor360° and Conquest unify advisor workflows with AI-driven financial planning and client collaboration tools ...