Chester County News and Community Website
WEST CONSHOHOCKEN, PA — PPB Capital Partners announced a major technology upgrade to its Private Investments Exchange, or PIX, a move the firm says will give financial advisors a faster, …
PPB Supercharges Private Markets Platform With Major PIX Technology Upgrade Read More
BERWYN, PA — Envestnet has launched Inside WealthTech, a new blog and video series designed to give financial advisors and industry executives a front-row seat to the conversations shaping the …
Envestnet Pulls Back the Curtain on WealthTech’s Power Players Read More BERWYN, PA — Envestnet rolled out its fourth-quarter platform technology updates, capping a year of rapid investment and signaling a sharper push to modernize portfolio management and advisor workflows across …
Envestnet Unleashes Q4 Tech Push to Give Advisors a Sharper Edge Read More
WILMINGTON, DE — The Bancorp, Inc. (NASDAQ: TBBK) reported another solid quarter of growth, driven by strong fintech lending activity, higher transaction volumes, and an aggressive share repurchase strategy.
The Bancorp Posts Strong Q3, Boosted by Fintech Expansion and Share Buybacks Read More BERWYN, PA — Envestnet has launched professionally managed model portfolios featuring interval funds on its WealthTech platform, marking a major step in expanding advisor access to alternative investments. The new …
Envestnet Expands WealthTech Platform With Alternative Investment Portfolios Read More
RADNOR, PA — eMoney Advisor unveiled its new developer site last week during the 2025 eMoney Summit, introducing a centralized hub designed to simplify how fintech developers discover, test, and …
eMoney Advisor Launches Developer Site to Accelerate API Integration Read More RADNOR, PA — eMoney Advisor opened its 2025 eMoney Summit last week with a look ahead to the next generation of financial planning technology, unveiling new platform innovations and outlining …
eMoney Summit 2025 Highlights Innovation and the Future of Financial Planning Read More PHILADELPHIA, PA & LOS ANGELES, CA NEW YORK, NY — Valor PayTech has received a strategic investment from funds managed by Lovell Minnick Partners (LMP), marking the company’s first institutional …
Valor PayTech Secures Strategic Investment From Lovell Minnick Partners to Accelerate Growth Read More
KING OF PRUSSIA, PA — Mortgage technology firm Sagent has partnered with the Idaho Housing and Finance Association (IHFA) to implement Dara Claims, a new platform designed to streamline claims …
Sagent, Idaho Housing and Finance Association Partner on Affordable Housing Tech Read More
BERWYN, PA — Fiduciary Exchange LLC (FIDx) announced its Insurance Exchange (IX) platform has crossed $3 billion in transaction processing volume, marking a major milestone in the company’s growth and …
FIDx Insurance Exchange Surpasses $3 Billion in Transactions Amid Rising Annuity Demand Read More