Employing natural language processing and neural network learning, Benjamin wants to learn on the job the tasks an RIA firm does in order to automate them, freeing up the time for advisors and support staff.
Kyle Van Pelt joins from SS&C Advent to help the account-opening provider move toward becoming a broader wealthtech platform.
About 70,000 self-directed customers will transfer from Folio Investments to Interactive Brokers as a result of the deal, expected to close in January.
The sales and marketing automation firm has acquired a competitor with a lead in social media automation.
The pre-seed funding round included Brian McLaughlin, Ron Carson, Jason Wenk, and Steve Lockshin.
J.P. Morgan Asset Management acquires 55ip to further marry its model portfolios with the startup's automated tax management.
Advisor Mac Gardner created a fintech competition to help with his financial literacy app, inspiring a new technology track in the financial planning curriculum at the University of South Florida.
There are improvements to Fidelity Institutional's Wealthscape platform for both advisors and end-investors.
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Axiom RIA, an investment platform available to Geneos' 300 advisors, and Fidelity are adding Potomac Fund Management’s tactical model portfolios to their platforms.
