We're proud to announce our $10 million in financing led by Recurring Capital Partners! We plan to invest in product capabilities to advance the customer experience and scale growth. Our team is excited to see what the future brings! prweb.com/releases/xtiva… #WealthManagement
How have our #WealthTech 2020 trends shifted in light of the current #pandemic? On our blog, we revisit how these trends stand up in today's changing world. How can the wealth industry adapt amidst the Great Disruption? xtiva.com/blog/financial…
With 35% of Americans doing some form of freelancing today, the #gigeconomy might be coming for larger wealth management firms and financial advisors. How can the financial industry adjust and adapt? nytimes.com/2020/01/10/opi…