It’s a stark difference from the other nine spot Bitcoin ETFs, which have pulled in a total of nearly $1.4 billion.

Known for helping RIAs with cash management and crypto, the company is now tackling the thorny world of annuities.

Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools.

Also, Smartleaf Asset Management collaborates with Clearstead Advisors and retirement assets in automated state savings programs reach $1 billion.

The virtual platform is meant to streamline business administration and tech management for sub-$100 million advisors.

In conjunction with the funding, which included investments from Ritholtz Wealth Management and Mariner, the company is also rebranding as Dispatch.

Summit founder Reed Colley's latest endeavor is being rolled out to Brighton's advisors across 33 states.

Jeff Yabuki, chairman and founding partner of Motive Partners, one of InvestCloud's private equity backers, is the permanent replacement for former CEO John Wise.

Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.

Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms.