AdvisorEngine

WisdomTree weighs stake sale in wealth tech firm AdvisorEngine

New York-based ETF provider WisdomTree Investments has unveiled plans to offload its $58m stake in wealth management technology platform¬†AdvisorEngine. WisdomTree¬†initially…

AdvisorEngine snaps up CRM software provider Junxure

Wealth management technology platform AdvisorEngine has taken over Junxure, a client relationship management (CRM) software provider for an undisclosed sum.…