Browsing Tag
wealth management technology
2 posts
Inverite’s AI platform wins tier 1 Canadian wealth mandate from global fintech partner
Discover how Inverite’s AI platform became the core data layer for a global fintech’s tier 1 Canadian wealth clients and what it means for open banking and investors.
AssetMark Financial to be acquired by GTCR for $2.7bn
In a significant move within the wealth management industry, AssetMark Financial Holdings, Inc., a prominent technology platform for…