NEW YORK, Nov. 14, 2025 /PRNewswire/ -- Expert Consumers has officially ranked QuickBooks as the #1 financial management software for 2025, recognizing its leadership in automation, accuracy, and ...

Crypto custody specialist BitGo announced the acquisition of a software platform, HeightZero in a strategic move amid the rising institutional interest in crypto wealth management. What Happened: ...

The boundaries between retirement, savings and wealth management are blurring, and the shift is accelerating as $84 trillion ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

Broadridge announced it will acquire RPM Technologies for $300 million. RPM has developed a modular suite of enterprise wealth management software capabilities. With the acquisition, BR will be able ...

Looking for the best financial planning software? Check out Playbook. No matter who you are, what your annual household income is, or where you live, budgeting is a crucial skill. Budgeting can help ...

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth ...

British core banking vendor Financial Objects is acquiring UK-based Wealth Management Software in an all share deal worth £5.6 million. Shares in UK-based Wealth Management Software (WMS) plummeted 22 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Leading the team is Edward Lopez, who joined JHC just over a year ago as ...

The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisors shouldn’t ...

NEW YORK--(BUSINESS WIRE)--Aquiline Capital Partners LLC, a New York-based private equity firm investing in financial services and technology, announced today that it has acquired RIA in a Box LLC, ...