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New Funding for AI Startups Aidentified, Jump, Brightwave

FinTech
 
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WealthStack

JUNE 14, 2024

Top Stories

FactSet Invests $12.5M In Aidentified

Davis Janowski

The funding will be put toward research and development, hiring and enhancements to data quality.

FULL ARTICLE

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AI Startup for Advisors Jump Announces $4.6M in Funding

Davis Janowski

The AI assistant records meeting notes and turns them into automated actions from generating client communications to plan changes.

FULL ARTICLE

WHITE PAPER

Generative AI's Role in Advisor Business Growth

Sponsored by FactSet

How AI revolutionizes wealth management with personalized, efficient solutions.

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AI-Powered Financial Research Assistant Brightwave Raises $6M In Seed Funding

Rob Burgess

Instead of simply a question-and-answer format, Brightwave reports are “living documents” that can be expanded and manipulated based on an advisor’s interests.

FULL ARTICLE

Technology News

Fidelity, Envestnet Increase Collaboration On Managed Accounts

Rob Burgess

Improvements and integrations to the custodian's FMAX platform and Envestnet's Insurance Exchange are among the updates to rollout.

FULL ARTICLE

WEBINAR

Cracking the Code: Case Studies on Successful Tech Adoption

Sponsored by Practifi

Join us on June 26, 2024, to uncover the secrets of successful tech adoption through real-world case studies.

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Yext to Acquire Hearsay Systems

Rob Burgess

The online presence and listings manager could pay up to $220 million for the client engagement and compliance platform.

FULL ARTICLE

YourStake To Provide AI-Powered APIs To Apex Fintech Solutions

Rob Burgess

The Document-to-Portfolio tool aims to allow users to upload images or PDF files of account statements from brokerages and banks, automatically populate account transfer details and receive real-time financial analysis.

FULL ARTICLE

Podcasts

ADJUSTED FOR RISK PODCAST

Envestnet's Dana D'Auria on Offering Personalized Investments at Scale

Ryan Nauman

Envestnet's Dana D'Auria discusses what the driving forces are behind this shift to personalized investments and what they look like.

WATCH NOW

FOCUSED ON THE FUTURE PODCAST

TIFIN's Vinay Nair on AI and Embracing Reinvention

Suzanne Siracuse

TIFIN's founder discusses the opportunities and challenges AI presents and the importance of adaptability for achieving success.

LISTEN NOW

What's In My Wealthstack

OFC Wealth Management: Taking Some Of The Stress Out Of Divorce With Specialized Software

Rob Burgess

Emily Jaffe, president and Certified Divorce Financial Analyst at OFC Wealth Management, uses a customized technology stack at her $137 AUM firm to bring “Order From Chaos.”

FULL ARTICLE

Commentary

Data Builds Relationships

Matt Ryan

By embracing a data-driven approach to personalization, financial advisors can significantly enhance their client engagement efforts.

FULL ARTICLE
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