Arch expanded its tax-reporting capabilities through a new integration with Schwab Advisor Services, enabling automatic ingestion of Form 1099 data. Previously focused on K-1 collection…
Asset Vantage Appoints Nicole Eberhardt as Managing Director for North America. Asset Vantage, the India-based firm that combines an accounting engine with performance reporting for…
Bridge, founded by Alex Goodwin and Ayo Ekhator, has raised $5.1 million in seed funding led by Thicket Ventures, with backing from executives at firms…
Foundation Source has introduced the FS Charitable Fund (FSCF), a new 501(c)(3) public charity that allows donors and small projects to operate under its nonprofit…
Masttro has launched Masttro Intelligence, a new AI tool built to help family offices and institutions manage wealth. Developed over three years, the system uses…
Solovis announced the completion of its sale to Insight Partners, marking a new phase of growth as an independent company supported by the software operating…
Arch and Archway Group have partnered to connect Arch’s private markets data platform with Archway’s established accounting and reporting system. The goal is to give…
F2 Strategy has bought HBMJ Consulting, a small advisory firm that works with hedge funds, private credit, and other alternative investments. The move helps F2…
As reported by Citywire, former Envestnet CEO Bill Crager has joined iAltA Holdings as a founding partner. The startup, launched in May with $20 million…
Cash-management platform Max has connected with Addepar, the portfolio-reporting system used by many wealth managers and family offices. The new link lets users see all…
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