Tagged: wealttech

March 12, 2026 @ 2:33 pm By Omar Faridi  |  

Wealthfront Corporation (Nasdaq: WLTH) posted steady fiscal 2026 results on March 11, underscoring its momentum as a leading digital wealth platform even after accounting for one-time costs tied to its recent initial public offering. The company, which helps tech-savvy individuals build wealth through automated investing… Read More

May 14, 2023 @ 12:50 pm By Omar Faridi  |  

TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. To support the smallest advisors to grow faster, TIFIN will “provide free access to the AI platform’s advanced investment assessment and proposal capabilities for NAPFA-affiliated advisors with less than $100M in… Read More

February 19, 2023 @ 1:28 pm By Omar Faridi  |  

In February, Addepar gained additional insight into the latest market moves in their Investor Sentiment Index and Q4 2022 Secondary Market Pricing Scorecard. Addepar is debuting a new portfolio search bar in Analysis and Reporting and “offering Addepar users access to the Global Industry Classification… Read More