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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. 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.

6. World Financial Group - Wikipedia

   en.wikipedia.org/wiki/World_Financial_Group

   World Financial Group offices in Johns Creek, Georgia. World Financial Group (WFG) is a multi-level marketing [4] financial and insurance services company based in Johns Creek, Georgia, a suburb of Atlanta, which sells investment, insurance, and various other financial products through a network of distributors in the United States, Canada, and Puerto Rico.

7. Investment management - Wikipedia

   en.wikipedia.org/wiki/Investment_management

   Wealth management by financial advisors takes a more holistic view of a client, with allocations to particular asset management strategies. The term fund manager, or investment adviser in the United States, refers to both a firm that provides investment management services and to the individual who directs fund management decisions. [2]