Business Wire

Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers

LONDON--(BUSINESS WIRE)--Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private ...
Business Wire

Addenda Capital Partners With OneVest to Enhance Its Advisors’ and Clients’ Private Wealth Experience

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 ...

Private Markets for Main Street: What Financial Advisers' Clients Need to Know

With product innovation 'democratizing' access to private market assets for everyday investors, financial advisers must step ...
Morningstar

Carta and Morgan Stanley Announce Expanded Strategic Partnership Bringing IPO Support and Wealth Management to Private Companies

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 ...
Hosted on MSN

F2 Strategy acquires financial technology and software provider MD Solutions

Wealth management technology and marketing services company F2 Strategy has announced the acquisition of Florida-based financial technology, software and operations provider, MD Solutions. This marks ...

Morgan Stanley beefs up private markets business with EquityZen acquisition

Morgan Stanley (MS) has agreed to acquire EquityZen, a marketplace for non-publicly traded investments, as part of an effort to beef up its growing private markets business, the investment bank said ...