NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built ...

TORONTO--(BUSINESS WIRE)--Addenda Capital, a leader in sustainable investment management has selected OneVest, a cutting-edge wealth management technology company as its wealth management software ...

The investment bank has acquired EquityZen, giving Morgan Stanley clients greater access to private company investments.

(Reuters) -Robinhood is rolling out wealth management and private banking services for investors with modest portfolios, as the trading platform looks to have a bigger influence on its users' ...

Morgan Stanley ( MS) has agreed to acquire EquityZen, a marketplace for non-publicly traded investments, as part of an effort ...

First-of-its-kind deal deepens Carta’s IPO Advisory offering, a comprehensive, end-to-end suite of solutions supporting private companies on their path to IPO Leverages Morgan Stanley’s differentiated ...

The fund is now one of the region’s only sector specialist funds focused on enterprise software for the Financial Services ...

Swiss software firm Avaloq, which serves numerous private banks and wealth managers, surveyed trends in high net worth (HNW) ...

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