Business Wire

OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management

TORONTO--(BUSINESS WIRE)--OneVest, a comprehensive wealth management technology platform, today announced the closure of a $20 million USD Series B equity funding round. The round was led by ...
Wealth Management

OneDigital Warns Clients of Alleged Salesforce Data Breach

OneDigital reports a data breach involving Salesforce and Drift, exposing sensitive client data, including Social Security ...
Financial Planning

Goosing productivity, saving time — AI advice from industry leaders

Shell Black, far left, moderated an ADVISE AI session on streamlining advisor productivity, featuring (from left to right) Michelle Feinstein of Salesforce, Amanda Lott of JPMorgan and Samuel Deane of ...

Milemarker Launches Relay: No-Code Automation Built on a Unified Wealth Management Data Lake

Milemarker is an award-winning financial technology company that unifies fragmented wealth management operations through enterprise-grade data infrastructure and workflow automation. The platform ...