How Summit Wealth built its RIA platform with ByAllAccounts Posted on August 5, 2025 by Majid Sadeghi Alavigeh Explore how Summit Wealth used ByAllAccounts to build a modern RIA platform. Read the story behind the WealthTech evolution.
Lendtech Wald.ai secures $4m in seed funding to enhance AI data protection December 11, 2024 0 Wald.ai, a pioneer in contextual data loss protection for AI platforms, has successfully closed a $4m seed funding round.
Lendtech Enhancing wealth management with proactive notifications and consistent engagement November 28, 2024 0 The initial stages of financial planning often receive significant focus in both digital and traditional advisory services. However, once a prospect becomes a client, ongoing […]
Lendtech Sequifi raises $6.7m to boost real-time pay for home services Majid Sadeghi Alavigeh August 27, 2025 0 Sequifi raises $6.7m to scale real-time payroll tech for home services firms. Read how this funding will drive innovation