Explore the best robo-advisors of April 2025. Compare passive-investing strategies, fees, and user experiences to find the ...

Established in 2018 by Gaurav Kapadia, XN Exponent Advisors LLC is based in New York and manages approximately $2.53 billion in 13F securities according to its latest filing for the fourth quarter of ...

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're ...

Equity Data Science (EDS), a leading provider of investment process management software, today announced the addition of Perry Boyle, Jay Chandler, Phil Vilhauer, and Vikas Kalra as strategic advisors ...

Jump and Zocks have both recently collaborated with independent broker-dealer Osaic and seen growth in their user bases.

Navexa launches AI-powered tools for financial advisors, accountants, and wealth managers to improve efficiency and accuracy. AI ensures 100% accuracy and synchronization across client holdings, ...

Still, not every financial advisor or wealth planner is built the same. Some may be more experienced to draw from while others may still be learning the ropes. Additionally, not every advisor can ...

Paul Langenbahn serves as CEO at Quorum Software; Quorum Software was founded in 1998 and zdSCADA was founded in 2014; Quorum Software, which is backed by Francisco Partners, has ...

We list the best open source software, to make it simple and easy to do everyday tasks without having to pay for software licenses. Open source software is any kind of program that anyone in the ...