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' ...

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 ...

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

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

Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This team has paid to receive expanded profile features. About FCS Private ...

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

In April 2024, headlines broke that private equity (PE) acquisitions in the wealth management sector were surging—surpassing 300 deals in the previous year alone. But even now in mid-2025, the pace ...

NEW YORK, Oct. 9, 2025 /PRNewswire/ -- Bernstein Private Wealth Management ("Bernstein"), a unit of AllianceBernstein L.P. (NYSE: AB), announced today the launch of the Bernstein PEP, a new pooled ...