VestGen secures Willow Tree capital to fuel succession push Posted on October 16, 2026 by Majid Sadeghi Alavigeh VestGen secures Willow Tree growth capital to drive advisor succession and acquisitions. Read the full story here now.
Lendtech Norm Ai launches compliance agent for Microsoft 365 Majid Sadeghi Alavigeh May 22, 2026 0 Norm Ai launches a compliance agent for Microsoft 365 Copilot. Read the story here.
Lendtech How Summit Wealth built its RIA platform with ByAllAccounts Majid Sadeghi Alavigeh August 5, 2025 0 Explore how Summit Wealth used ByAllAccounts to build a modern RIA platform. Read the story behind the WealthTech evolution.
Lendtech Varo Bank raises $123.9m growth round led by Coliseum Capital Majid Sadeghi Alavigeh February 3, 2026 0 Varo Bank has raised $123.9m in a Series G round to fuel growth. Discover how the digital bank plans to scale.