Dynasty Financial Partners attracted $100 million of investment capital and now it is investing it forward, so to speak. It just invested in start-up financial technology company BridgeFT, taking a minority stake in the data analytics and portfolio reporting software
During Q2 the BridgeFT team focused on expanding the reporting capabilities within our Atlas platform while also launching new integrations powered by our WealthTech API.
New Team Members Bring Diverse Backgrounds in WealthTech, Financial Services, Data Science, and More In an effort to support continued investment in our products and
New Team Members Bring Wealth of Industry Knowledge and Experience Driving Growth Initiatives at FinTechs, TAMPs, and Asset Managers As BridgeFT’s wealth infrastructure, data, and
The first half of 2022 has brought an unprecedented spike in market volatility that has created a challenging environment for many investors⸺as well as financial
With over 26 years in the financial services space, Eric is someone who understands the value of experience. His path to founding his own firm,
With degrees in English and Creative Writing, and a successful career as a corporate trainer, Peggy never expected to one day enter the world of
When Ian Jameson first entered the advisory space in 2007, he had no idea his career would be shaped by exposing systemic fraud. Alongside his
After spending several years at a partner based firm, Bryan Cannon knew he wanted something different for his RIA career. “We had 12 or 13
Alongside portfolio performance, a trust-based, transparent client-advisor relationship is still what investors value most. Technology can’t–and shouldn’t try to–replace the human side of advising. However,
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