Tag: WealthTech News North America
Trading solutions provider CQG agrees to executive ownership deal
Ownership Transition:CQG, a financial trading solutions provider, is set to be acquired by a group of its senior executives.Company Background:Founded...
Wealth management firm Farther more than doubles valuation following $31m Series B
Farther raises $31 million in Series B funding, valuing the wealth management firm at $131 million, doubling its previous valuation.
FactsRaised $31 million in...
Goldman Sachs sells personal financial management business to Creative Planning
Goldman Sachs is selling its personal financial management (PFM) business to Creative Planning, a wealth management firm, in a move to serve more ultra-high-net-worth...
Yahoo Finance builds out investor insights with Commonstock acquisition
Yahoo is acquiring San Francisco-based start-up Commonstock to enhance Yahoo Finance with investor insight capabilities.
FactsCommonstock, founded in August 2020, is a social network...
SEC hands fintech investment advisor Titan $850,000 penalty for misleading clients
The US SEC fines Titan Global Capital Management $850,000 for misleading investors with hypothetical performance metrics and compliance failures.
FactsTitan Global Capital Management USA...
FusionIQ integrates with wealth management platform Blueleaf
FusionIQ, a provider of cloud-based wealth management solutions, has integrated with Blueleaf, a platform offering reporting, billing, and client aggregation tools. This integration aims...