Captrust acquires Carolinas Investment Consulting
United States
AI advisory tech provider Zocks raises $13.8m in Series A funding
The funding will support Zocks' product development, team expansion, and market penetration plans.
Unique raises $30m to accelerate AI innovation for financial services
Robertson Stephens launches family office for ultra-high-net-worth clients
Elevation Point acquires minority stake in Triton Wealth
IDB Bank appoints new New York private banking and wealth management head
Nuveen reportedly mulling stake sale in $78bn private-capital unit
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