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Press Releases
15 April 2021

GCF Launches “FinVal” Business Valuation Technology Platform for Financial Advisors

by INSART

GCF Launches “FinVal” Business Valuation Technology Platform for Financial Advisors

Digital valuation tool will enable Financial Advisors to simply and easily generate comprehensive business valuations, creating new opportunities to work with high-potential business owner prospects and clients.
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Press Releases
14 April 2021

Skience Hires First Chief Product Officer Chris Zuczek

by INSART

Skience Hires First Chief Product Officer Chris Zuczek

Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief…
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Press Releases
14 April 2021

Retail drove the investor revolution in Q1

by INSART

Retail drove the investor revolution in Q1

Retail investing surged in Q1, as quarterly trading volume and asset growth rose 45% and 33% respectively from 4Q20, according to new data released from DriveWealth.
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Press Releases
9 April 2021

d1g1t ANNOUNCES STRONG GROWTH

by INSART

d1g1t ANNOUNCES STRONG GROWTH

d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced the company has significantly grown its business over the…
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Press Releases
8 April 2021

DriveWealth and Templum Join Forces to Power the $11.5 Trillion Alternative Asset Industry with Digital Fractional Trading Platform

by INSART

DriveWealth and Templum Join Forces to Power the $11.5 Trillion Alternative Asset Industry with Digital Fractional Trading Platform

DriveWealth, LLC, a global brokerage infrastructure platform, today announced its partnership with Templum, Inc., a provider of next-generation capital markets infrastructure for alternatives and private securities.
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Press Releases
8 April 2021

Lifeworks Advisors Launches New Video Podcast Series – The Future of Advice

by INSART

Lifeworks Advisors Launches New Video Podcast Series – The Future of Advice

Lifeworks Advisors, a fast-growing independent RIA firm, announced today that the company has launched a new thought leadership video podcast series – The Future of Advice™.
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Press Releases
31 March 2021

AlphaTrAI names Bruce Lavine President, Asset Management

by INSART

AlphaTrAI names Bruce Lavine President, Asset Management

AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, announced that Bruce Lavine has been named President, Asset Management.
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Press Releases
30 March 2021

DriveWealth announces new partnership with Plaid

by INSART

DriveWealth announces new partnership with Plaid

DriveWealth announced a partnership with Plaid, a data network powering the digital financial ecosystem, that enables mutual customers of the companies to simplify online investment account funding via one API…
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Press Releases
25 March 2021

PPRO announces strategic investment from JPMorgan Chase & Co.

by INSART

PPRO announces strategic investment from JPMorgan Chase & Co.

PPRO, a local payments infrastructure provider, has announced new investments today from JPMorgan Chase & Co. and Eldridge. The latest investment is an extension of the US $180 million round from Eurazeo Growth, Sprints Capital, and Wellington Management announced just…
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Press Releases
23 March 2021

Kingswood U.S. Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

by INSART

Kingswood U.S. Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Kingswood U.S., a network of wealth management firms that oversees more than $2.1 billion in client assets, announced the launch of its enhanced retail alternative investments platform.
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