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2. Flourish Announces Expanded Integration with eMoney Advisor

   lite.aol.com/tech/story/0022/20240910/9228139.htm

   New York, Sept. 10, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’ financial outcomes, today announced an expanded integration between Flourish Cash, its cash management offering, and eMoney Advisor, a leading provider of technology solutions and services that ...

3. ET Money - Wikipedia

   en.wikipedia.org/wiki/ET_Money

   ET Money is an Indian fintech and wealth management platform which was founded in 2015 . [2] It offers a variety of financial products and services, including mutual funds, insurance, fixed deposits, NPS and SIPs. [3] The investments tracked and managed on the app is US$3 billion (₹ 22,500 crore) as of March 2022. [1]

4. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

5. Osaic - Wikipedia

   en.wikipedia.org/wiki/Osaic

   Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...

6. What is wealth management and do you need it? - AOL

   www.aol.com/finance/wealth-management-231826568.html

   Wealth management strategies will vary based on the specific needs of the client. Overall, the reason to use a wealth management firm is to seek strategies to help maintain and grow your total wealth.

7. SoFi - Wikipedia

   en.wikipedia.org/wiki/SoFi

   SoFi Technologies, Inc. (abbreviated as SoFi) is an American personal finance and financial technology company. [3] Founded in 2011 at Stanford University, [4] [5] it operates as a direct bank and supports other financial institutions through its technology platform.