Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on.

This follows a July partnership announcement with Silver Lake Waterman and a C round in 2021.

Avoid an unnecessary and expensive penalty by having these policies and procedures in place regarding e-signatures.

The global provider of investment research and indices will use Fabric to further deliver its tools through advisors.

Blockchain currencies didn't just survive the collapse of FTX, they’ve been the investment of the year. Turns out, decentralized finance doesn't need exchanges.

DocuSign, which went public in 2018, has been hurt by increasing competition from Adobe Inc.’s document business.

Iraklis Kourtidis is the CEO of Rowboat Advisors.

Ritik Malhotra is the co-founder and CEO at Savvy Wealth.

Carrie Nelson is the founder and CEO at Atlas Point.

Anne Rhodes is the chief legal officer at Wealth.com.