| Date | Title | Description |
| 23.02.2026 | - | Chirag Gandhi, Co-Founder & CEO, Mili, said, "The firms already using Mili have seen what AI can do for their meetings. Now they want it everywhere. The ones that commit to this will outperform the ones that wait. That gap only wid... |
| 05.02.2026 | Max Launches Comprehensive Private Banking and Lending Capabilities to Meet the Needs of Leading Wealth Management Firms | Max
Max Private℠ provides large RIAs and high-growth advisory firms with white-glove banking services that strengthen client relationships and support long-term growth
PORTSMOUTH, N.H., Feb. 5, 2026 /PRNewswire-PRWeb/ -- Max (MaxMyInterest.... |
| 15.06.2025 | Wealthbox Secures $200M Strategic Investment from Sixth Street Growth | Listen to this article
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Wealthbox, a customer relationship management (CRM) software provider for financial advisors, has secured a $200 million strategic majority investment from Sixth Street Growth, the growth in... |
| 11.06.2025 | Toshi.Bet: The Future of Gambling in a Decentralized World | In the vast ocean of online gambling, a new ship has set sail. Toshi.Bet is not just another casino; it’s a revolution. This Web3 startup is reshaping the gambling landscape with a bold promise: no KYC, no hassle, just pure gaming freedom. ... |
| 11.06.2025 | The Rise of AI in Business: Transforming Workflows and Enhancing Efficiency | In the fast-paced world of business, efficiency is king. Companies are constantly seeking ways to streamline operations, enhance productivity, and stay ahead of the competition. Enter artificial intelligence (AI), a game-changing force that... |
| 11.06.2025 | Wealthbox: $200 Million Secured For Advancing Financial CRM Expansion | Wealthbox, a CRM software platform for financial advisors, announced that it has entered into a definitive agreement for a $200 million strategic majority investment from Sixth Street Growth.
This funding underscores the company’s strong po... |
| 10.06.2025 | Wealthbox Receives $200M Investment from Sixth Street Growth | Wealthbox, a NYC-based CRM software platform for financial advisors, received a $200M strategic majority investment from Sixth Street Growth.
As part of the transaction, Michael McGinn, as well as Paul Dodd, Operating Partner, and Alex Good... |
| 10.06.2025 | Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors' Leading CRMs | Bloks: 360° Relationship Intelligence (PRNewsfoto/Bloks)
Bloks launches Wealthbox integration at Wealth Management EDGE 2025, delivering AI-powered CRM sync, 360° Relationship Intelligence, and built-in compliance for advisors.
BOCA RATON, ... |
| 10.06.2025 | Toshi.Bet: The Web3 Startup Building Infrastructure for No-KYC Crypto Gambling | In the rapidly evolving Web3 space, a new wave of startups is emerging — not just building products, but designing entirely new frameworks for digital engagement.
Among them is Toshi.Bet, a crypto-native gambling platform built around priva... |
| 26.03.2025 | Wealthbox Expands to Canada with In-Country Data Hosting | Wealthbox, the fastest-growing and #1-rated CRM software platform for financial advisors in the United States, is excited to announce its plan to expand into Canada next month. In April, Wealthbox will host customer data on in-country serve... |
| 13.03.2025 | Pulse360 and Wealthbox Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations | Meeting prep with data points to make advisors look professional and on top of it all
Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience
The expansion of Dynamic SmartFields to We... |
| 12.03.2025 | Zocks: Revolutionizing Financial Advisory with AI-Powered Insights | In the bustling world of finance, where every second counts, Zocks emerges as a beacon of innovation. This San Francisco-based startup has recently secured $13.8 million in Series A funding, a significant leap towards transforming how finan... |
| 11.03.2025 | Zocks: $13.8 Million (Series A) Raised For AI-Based Client Intelligence For Financial Advisors | Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information and integrates with key business and records systems to accelerate workflows, announced it has raised a $13.8 mill... |
| 04.02.2025 | Jumping Ahead: The Rise of AI in Financial Advisory Services | In the bustling world of finance, a new player is making waves. Jump, a Salt Lake City-based startup, has just secured $20 million in Series A funding. This isn’t just another funding round; it’s a signal that the financial advisory landsca... |
| 03.02.2025 | Jump: $20 Million (Series A) Raised For AI-Based Financial Advisor Platform | Jump, a leading provider of AI-based solutions for financial advisors and other financial services providers, announced today the completion of a $20 million Series A funding round led by Battery Ventures, with additional participation from... |
| 03.02.2025 | Jump Closes $20M in Series A Funding | Jump, a Salt Lake City, UT-based provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, raised $20M in Series A funding.
The round was led by Battery Ventures, with participation fr... |
| 27.01.2025 | Navigating Change: Business Aspect and GReminders Lead the Charge in Tech Transformation | In the fast-paced world of technology, change is the only constant. Two companies, Business Aspect and GReminders, are making waves in their respective fields. They embody the spirit of innovation and adaptability. Each company is carving o... |
| 27.01.2025 | GReminders Surpasses 2,000-User Milestone | GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces more than 2,000 advisors now using its innovative, artificial intelligence (AI) powered solution to help improve workflows and dai... |
| 10.01.2025 | Mili: The AI Revolution in Wealth Management Documentation | In the bustling world of wealth management, time is money. Advisors often find themselves drowning in paperwork, spending up to 60% of their time on administrative tasks. Enter Mili, a game-changer in the industry. This Plano, Texas-based s... |
| 08.01.2025 | Mili Raises $2M in Seed Funding | From left to right: Chirag Gandhi (CEO), Siddharth Bulia (CTO), and Vennela Miryala (CPO), Co-Founders of Mili.
Mili, a Plano, TX-based provider of an AI meeting documentation platform for wealth management firms, raised $2M in Seed funding... |
| 07.01.2025 | Mili: AI-Based Wealth Management Meeting Platform Company Raises $2 Million (Seed) | Mili, an AI-based meeting documentation platform for wealth management firms, announced it raised $2 million in seed funding led by Chiratae and BoldCap, with participation from Sparrow Capital, SFMG Wealth Advisors, Gregg Fisher (Quent Cap... |
| 13.11.2024 | Zeplyn Raises $3M in Seed Funding | Zeplyn, a NYC-based AI assistant for financial advisors, announced a $3M seed funding.
The round was led by Leo Capital, with participation from Converge and angel investors
The company intends to use the funds to expand operations and its ... |
| 08.08.2024 | Wealthbox and Community Bank: A Partnership for the Future of Financial Services | In the world of finance, partnerships can be the lifeblood of innovation. Recently, Wealthbox, a leading CRM software for financial advisors, forged a significant alliance with Community Bank, N.A. This collaboration is more than just a bus... |
| 07.08.2024 | Wealthbox inks a new enterprise CRM agreement with Community Bank | Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Community Bank, N.A., a diversified financial services company based in DeWitt, NY. Community Bank focuses on four main bu... |
| 06.08.2024 | Community Bank's Wealth Management Division Selects Wealthbox for Enterprise CRM | PROVIDENCE, R.I., Aug. 6, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Community Bank, N.A., a diversified financial services company based in DeW... |
| 25.06.2024 | Betterment for Advisors Bolsters Platform with Three New Integration Partners | RIA Custodian Adds Partnerships with eMoney Advisor, Kwanti and Panoramix
NEW YORK, June 25, 2024 /PRNewswire/ -- Betterment, the largest independent digital financial advisor, today announced that Betterment for Advisors, its RIA custody d... |
| 30.11.2022 | MaxMyInterest Integrates with Wealthbox | Max's integration with Wealthbox means more advisors can help their clients earn more while keeping cash safe in the client’s own FDIC insured accounts. As rates rise, clients are asking for better cash solutions, so this integration is tim... |
| 09.03.2022 | Wealthbox Announces $31 Million Equity Investment from Frontier Growth | Wealthbox, a leading CRM software platform for financial advisors, announced that Frontier Growth, a growth equity firm focused on fast-growing software businesses, has taken a minority stake in the company with a $31 Million equity investm... |
| 09.03.2022 | Wealthbox Receives $31M Equity Investment from Frontier Growth | Wealthbox, a Providence, RI-based CRM software platform for financial advisors, received a $31m minority investment from Frontier Growth.
The company intends to use the funds to accelerate product development and innovation.
Founded by seri... |
| 08.03.2022 | Frontier Growth Announces Strategic Growth Investment in Wealthbox | We are excited to announce a strategic growth investment in Wealthbox, a leading CRM software platform for financial advisors. Wealthbox is a purpose-built CRM technology for financial advisors at wealth management firms and broker-dealers ... |
| 06.04.2021 | Wealthbox Announces Integration with Schwab Advisor Center® | |
| 17.01.2017 | Selling a toolkit for investors of all stripes, Starburst Labs raises $6.25 million | Selling a suite of online and mobile services for wealth managers and individual investors, Starburst Labs, a new New York-based startup has landed $6.25 million in its first institutional round of financing.
A relatively new entrant into t... |
| 17.01.2017 | Starburst Labs Raises $6.25M Series A | Starburst Labs, a maker of web-and-mobile apps for an ecosystem of individual investors, financial advisors, broker-dealers, and financial media brands, has announced it has closed a Series A round of funding totaling $6,250,000. The invest... |
| - | Advisors breaking away from firms like Merrill Lynch and Morgan Stanley have turned to fintechs to help service clients. As markets sour, here are the tools they'll look to drop and keep. | Wealth-management insiders say CRM and financial planning tools are the stickiest platforms in a tech stack. Fantastic Studio/Getty Images This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
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| - | Wealthbox | “Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.” |
