In the Diamond Podcast, FINNY co-founder Eden Ovadia details how the firm uses AI to automatically match financial advisors ...

Now valued at $5.5 billion, Harness will use the new capital to advance Harness AI and accelerate platform expansion and global GTM momentum.

NEW YORK, Dec. 10, 2025 /PRNewswire/ -- MidCap Advisors, a leading lower-middle-market investment bank specializing in mergers and acquisitions, is pleased to announce its role as exclusive financial ...

Alison Dooeher details how Schwab supports advisors adopting hybrid tech stacks and AI tools while maintaining personalized client relationships ...

APi expects the deal to strengthen its inspection-first strategy as CertaSite brings $90 million in projected 2025 revenue ...

The Riverside Company has agreed to sell CertaSite, an Indianapolis-based commercial fire protection and life safety company, to APi Group. No financial terms were disclosed. The transaction is ...

Fintel reports that on December 8, 2025, Citigroup maintained coverage of APi Group (NYSE:APG) with a Buy recommendation.

Pattern announced it has acquired ROI Hunter, a performance-driven retail media platform that integrates product, marketing, and merchandising ...

Individuals now face broader choices for how and where to invest, and fintech platforms must balance simplifying access, ...

Retirement-focused team launches RIA with assets remaining under custody with Wells Fargo Clearing Services MISSION VIEJO, CA ...

Focal leverages Toronto-based data centre to keep client information local and secure, while powering workflows tailored to Canadian advisors Focal, the AI-powered productivity platform and meeting ...

Will AI ultimately supplant financial advisors? We certainly see headlines hinting at such a fate, including one in Financial ...