GeoWealth acquires First Ascent to offer full-service TAMP platform
Following the acquisition, First Ascent will migrate to the GeoWealth platform and utilise the latter's purpose-built, fully-integrated technology platform

Following the acquisition, First Ascent will migrate to the GeoWealth platform and utilise the latter's purpose-built, fully-integrated technology platform
Users will benefit from the service to obtain an instant overdraft and top up their balance to carry out a…
With the acquisition, CountPlus anticipates to benefit from the deep risk advice capability, which will enable the growth of its…
With the launch of its Personal Wealth division, the financial planning, investing, and advice firm intends to expand its consumer…
As per the terms of the agreement, stockholders of the US-based publicly-listed firm will be paid $53 per share in…
The innovative WealthEye CRM revolutionizes the way advisers manage client relationships, making it easier than ever to streamline advice, marketing,…
With the cloud-native, API-first wealth infrastructure software company, Dynasty Financial Partners expects to bolster the integrated wealth technology offerings across…
Akron, Ohio-based Sequoia provides asset management and financial planning services across the wealth spectrum—from individuals to family offices