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WealthTech
Robinhood Revenue Doubles, Fueled by Surge in Crypto TradingRobinhood Revenue Doubles, Fueled by Crypto Trading

Revenue grew to $1.01 billion in the quarter, beating Wall Street analyst estimates of $940.8 million for the three-month period.

byPaige Smith
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1 Min Read
CFPB office HQ
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CFPB Disarray Puts Future Fintech, Bank Oversight Into QuestionCFPB Disarray Puts Future Fintech, Bank Oversight Into Question
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Kathy Wunderi Wealth.com
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Robert Sofia Snappy Kraken
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401k retirement plans fingerprint
Support Platforms
WealthStack Roundup: Future Capital Partners With AxosWealthStack Roundup: Future Capital Partners With Axos
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Orion CEO Natalie Wolfsen 2025 Orion Ascent Conference
Support Platforms
Nuggets Mined From Orion's Inaugural Investor SurveyNuggets From Orion's Inaugural Investor Survey
byDavis Janowski
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1 Min Read
The WealthStack Podcast John Connell Focal Shannon Rosic
Artificial Intelligence
The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell
The WealthStack Podcast: Agentic AI with Focal's John Connell
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byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
Support Platforms
AssetMark Taps New CTO from BlackRock’s Aladdin
AssetMark Taps New CTO from BlackRock’s Aladdin
Feb 4, 2025
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1 Min Read
byDiana Britton, Managing Editor
Sponsored Content
Driving Growth Through Technology and Client Service
Driving Growth Through Technology and Client Service
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Organic Growth with Fidelity
Organic Growth with Fidelity
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The Key to Growth and Flexibility
The Key to Growth and Flexibility
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Zephyr Adjusted for Risk podcast Ryan Nauman VistaShares Adam Patti
ETFs
Adjusted for Risk: Investing in AI Through Active ETFs
Adjusted for Risk: Investing in AI Through Active ETFs
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byRyan Nauman, Market Strategist
The Word on WealthTech January 2025 Doug Fritz F2 Strategy
WealthTech
The Word on WealthTech for January 2025
The Word on WealthTech for January 2025
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|
1 Min Read
byDoug Fritz, CEO and founder
Orion partnership Pontera Snowflake
WealthTech
Orion Deepens Integrations With Snowflake, Pontera
Orion Deepens Integrations With Snowflake, Pontera
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|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Milemarker CTO Kailash Duraiswami
Support Platforms
Data Technology Firm Milemarker Hires Its First CTO
Data Technology Firm Milemarker Hires Its First CTO
Feb 3, 2025
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Jump CEO Parker Ence
Artificial Intelligence
Popular AI Startup for Advisors, Jump, Raises $20M
Popular AI Startup for Advisors, Jump, Raises $20M
Feb 3, 2025
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
iCapital office
Alternative Investments
iCapital Enhances Architect Tool; Partners with Apollo
iCapital Enhances Architect Tool; Partners with Apollo
Feb 3, 2025
|
1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
Savvy Wealth Chief Growth Officer David Weiner
RIA
Savvy Taps New Growth Officer to Bolster RIA Push
Savvy Hires RIA Growth Lead
Feb 3, 2025
|
1 Min Read
byAlex Ortolani, Senior Reporter
DeepSeek AI
Equities
CIOs Wrestle with DeepSeek Fallout
CIOs Wrestle with DeepSeek Fallout
Jan 29, 2025
|
1 Min Read
byDavid Bodamer, Executive Editor, Investments
robot keyboard AI
Estate Planning
How AI is Assisting Advisors in Providing Estate Planning Insights
How AI is Assisting Advisors in Providing Estate Planning Insights
Jan 28, 2025
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1 Min Read
byAndrew Altfest, Founder of Altfest Personal Wealth Management and FP Alpha.
The WealthStack Podcast Davis Janowski wealthtech
WealthTech
The WealthStack Podcast: 2025 WealthTech Projections & Predictions with Davis Janowski
WealthStack Podcast: 2025 WealthTech Predictions with Davis Janowski
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byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
woman analyzing data computer tech stack
Support Platforms
The Tech You Use Doesn’t Matter
The Tech You Use Doesn’t Matter
Jan 23, 2025
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1 Min Read
byMatt Beecher, Chief Revenue Officer, interVal
Sponsored Content
Developing the Next Generation of Advisors
Developing the Next Generation of Advisors
Jan 23, 2025
Move Health co-founder and Head of Growth Cole Craven (left) and Caribou CEO Christine Simone
WealthTech
Caribou And Its HealthPlanner Technology Acquired By Move Health
Caribou And Its HealthPlanner Technology Acquired By Move Health
Jan 23, 2025
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Robot and human touching fingers
Estate Planning
Artificial Intelligence—Friend or Foe?
Artificial Intelligence—Friend or Foe?
Jan 23, 2025
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1 Min Read
byAvi Z. Kestenbaum, Craig R. Hersch
Envestnet CEO Chris Todd
WealthTech
Chris Todd Named Envestnet CEO
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Jan 21, 2025
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
merger puzzle
Support Platforms
Merchant-Backed Fin.Link Hires New President
Merchant-Backed Fin.Link Hires New President
Jan 21, 2025
|
1 Min Read
byDiana Britton, Managing Editor
cetera office
WealthTech
WealthStack Roundup: Cetera To Employ AI From TIFIN
WealthStack Roundup: Cetera To Employ AI From TIFIN
Jan 17, 2025
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Nick Graham
RIA
Cambridge CTO Nick Graham Quietly Departs
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Jan 16, 2025
|
1 Min Read
byDiana Britton, Managing Editor
iCapital Network alternative investments
Alternative Investments
iCapital to Buy Parallel Markets in Bid to Streamline AML Requirements
iCapital to Buy Parallel Markets in Bid to Streamline AML Requirements
Jan 16, 2025
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
FP Alpha CEO Andrew Altfest
WealthTech
FP Alpha Launches Tax Services As Standalone Product
FP Alpha Launches Tax Services As Standalone Product
Jan 14, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Parnassus Cover Image.png
Sponsored Content
AI in Focus: Unlocking Innovation, Growth, and Investment Insights
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Jan 14, 2025
Charles Schwab
Regulation & Compliance
Schwab, Blackstone Among Firms Paying $63M To Settle SEC Texting Charges
Schwab, Blackstone Among Firms Paying $63M To Settle SEC Texting Charges
Jan 13, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
crystal-ball-investing.jpg
Alternative Investments
Top 3 Predictions for 2025 From a Venture Capitalist
Top 3 Predictions for 2025 From a Venture Capitalist
Jan 13, 2025
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1 Min Read
byPeter Hans
Scott MacKillop
WealthTech
First Ascent Founder Scott MacKillop Leaves GeoWealth
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|
1 Min Read
byDiana Britton, Managing Editor

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