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April 30, 2026 10:00 ET | Source: Fusion Financial Partners

AdvizorStack Appoints Kimberly Papedis to Advisory Board

FORT LAUDERDALE, Fla., April 30, 2026 (GLOBE NEWSWIRE) -- AdvizorStack, the company that delivers a customizable, integrated and cost-effective wealthtech platform to fit the unique technology needs...
April 29, 2026 13:43 ET | Source: iAltA

iAltA Holdings Acquires Precept

NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- iAltA Holdings, the private markets infrastructure company, today announced that it has acquired Precept, a wealth technology platform transforming how...
April 14, 2026 09:00 ET | Source: Milemarker

Milemarker Launches Relay: No-Code Automation Built on a Unified Wealth Management Data Lake

CHARLESTON, SC, April 14, 2026 (GLOBE NEWSWIRE) -- Milemarker, the data infrastructure company for wealth management, today announced the launch of Milemarker Relay, a no-code automation tool that...
March 26, 2026 10:00 ET | Source: CurrentClient

CurrentClient Raises $1.25 Million Seed Round Led by Thicket Ventures, Adds New Sales Leadership

SALT LAKE CITY, March 26, 2026 (GLOBE NEWSWIRE) -- CurrentClient, the modern communication platform built for financial advisors, today announced a $1.25 million seed round, led by Thicket Ventures,...
March 24, 2026 11:30 ET | Source: PPB Capital Partners

Bob Oros Joins PPB Capital Partners in Newly Created Role of President

CONSHOHOCKEN, PA, March 24, 2026 (GLOBE NEWSWIRE) -- PPB Capital Partners, a leading alternative investment platform connecting wealth advisors to private markets solutions, today announced the...
March 18, 2026 10:00 ET | Source: AdvicePay

AdvicePay’s 2026 Fee-for-Service Trend Report: Planning Fees Rise Again as Subscriptions Become the Default

BOZEMAN, Mont., March 18, 2026 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today released its...
March 17, 2026 09:00 ET | Source: Flourish

Flourish Launches Lending Platform to Help RIAs Compete With Wirehouses on Mortgages

Flourish launches Lending, mortgage platform for RIAs, offering exclusive rates and cobranded tools to compete with banks and wirehouses for client assets.
March 10, 2026 10:00 ET | Source: VRGL

VRGL Evolves Beyond Proposal Software into a Unified Growth Platform for Wealth Management Firms

DALLAS, March 10, 2026 (GLOBE NEWSWIRE) -- VRGL, the technology company modernizing the work behind advice, today announced the expansion of its platform architecture, evolving beyond proposal...
February 24, 2026 11:39 ET | Source: PPB Capital Partners

PPB Capital Partners Engages Veteran Asset Management Executive to Optimize Organizational Structure Amid Accelerated Growth

CONSHOHOCKEN, PA , Feb. 24, 2026 (GLOBE NEWSWIRE) -- PPB Capital Partners, a leading alternative investments platform that connects wealth advisors to private markets solutions, today announced a...
February 23, 2026 08:00 ET | Source: Milemarker

Milemarker Appoints Adrienne Paulsen as Vice President of Operations

CHARLESTON, S.C., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Milemarker, a leading wealth management data infrastructure platform built on Snowflake, today announced the appointment of Adrienne Paulsen as...