AdvizorPro vs. FINTRX: The Best Way to Find Top RIA Firms & Decision-Makers
Platform Focus Strengths AdvizorPro RIA & Family Office Intelligence Verified role-level contacts, CRM + API/Snowflake/SFTP integrations, live data refreshes FINTRX Private wealth & family offices 375+ filters, FINTRX 360 (LinkedIn overlay), in-platform prospecting Finding and connecting with top RIA firms is not about scrolling through lists anymore. It’s about knowing the right people behind those […]
Accenture Invests in GoUpscale to Boost Digital Content and Engagement
Accenture has made an investment, through Accenture Ventures, in GoUpscale, a content engagement technology company that helps wealth management companies across Asia reinvent client engagement strategies and elevate digital communications. Wealth management is evolving, and today’s clients expect more than static reports and generic financial updates. According to recent research by Accenture, wealth management firms in Asia aim to […]
Dalberg acquires Ravel Innovation boosting the innovation prospects
For meeting the Sustainable Development Goals by 2030, an enormous boost in innovation capacity is required. Even as assets under management (AUM) of impact-focused investors have increased from 500 to 700 billion US$ in the last 2 years, the supporting infrastructure for investable solutions has lagged. Industry sources added that the innovation programs offering structured […]
