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February 09, 2026 10:00 ET | Source: CIO Group

CIO Group Launches COLOR AI, a Proprietary Technology Platform to Guide Investment Decisions Including Asset Allocation, Tactical Opportunities, Cash Management, and Tax Efficiency

NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- CIO Group, the registered investment advisor defining a new paradigm for managing the wealth of the world’s most successful individuals, their families,...
February 02, 2026 08:00 ET | Source: Ridgeline

Ridgeline Introduces Intelligent Operations to Power a New Operating Model for Investment Management

Ridgeline Intelligent Operations combines agentic AI and human oversight to deliver transparent, outcomes-based investment operations at scale.
January 28, 2026 13:00 ET | Source: Callan Family Office

Callan Family Office Crosses $10 Billion in Assets Under Management

PHILADELPHIA, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the...
January 13, 2026 10:00 ET | Source: Ridgeline

Tower Bridge Advisors Goes Live on Ridgeline to Support Scalable, High-Touch Wealth Management

Tower Bridge Advisors, a Philadelphia-based RIA, goes live on Ridgeline to scale high-touch wealth management with unified, cloud-native operations.
December 29, 2025 04:39 ET | Source: Research and Markets

UK Wealth Management Industry Report 2025: Investor Insight, Resident Savings and Investments, Digital Disruptors, Recent Deals

Dublin, Dec. 29, 2025 (GLOBE NEWSWIRE) -- The "UK Wealth Management: Market Sizing and Opportunities to 2029" report has been added to ResearchAndMarkets.com's offering.This report analyzes the...
December 09, 2025 09:00 ET | Source: Ridgeline

Driehaus Capital Management Goes Live on Modern Unified Ridgeline Platform

Driehaus modernizes on cloud-native Ridgeline platform, unifying data and operations to drive global scale and high-performance multi-asset investing.
November 26, 2025 09:45 ET | Source: SNS Insider pvt ltd

Financial Advisory Services Market to Hit USD 169.22 Billion by 2033, Owing to Rising Demand for Digital and Personalized Financial Guidance | SNS Insider

Austin, Nov. 26, 2025 (GLOBE NEWSWIRE) -- The Financial Advisory Services Market size was valued at USD 107.89 Billion in 2025 and is expected to reach USD 169.22 Billion by 2033, growing at a CAGR...
November 21, 2025 05:00 ET | Source: MoonFox Data

Aurora MoonFox Data Shines at Hubbis Investment Forum Hong Kong - Exploring the Value of Chinese Alternative Data with Global Investment Leaders

MoonFox Data showcased alternative data at the Hubbis Forum, revealing AI and consumer trends to help institutions seize China market opportunities.
November 18, 2025 10:00 ET | Source: Ridgeline

Winslow Capital Goes Live on Ridgeline, Scaling a $30 Billion AUM Business on a Single Platform

Minneapolis-based firm with $30b AUM streamlines operations and empowers data‑driven growth with unified, real‑time data and AI on the Ridgeline platform.
November 12, 2025 10:33 ET | Source: Bipsync

Bipsync launches Toro, an AI Research Assistant that puts institutional knowledge at investors’ fingertips

Bipsync launches Toro, an AI Research Assistant that helps investment teams instantly query, summarize, and uncover insights from their research.