Seed Funding Round Secured From Original ScratchWorks 2018 Investors
Momentum continues in 2019: The technology and custodial services provider named to CIO Review's 50 Most Promising FinTech Solutions Providers of 2019.(1)
TradeWarrior trading and rebalancing technology now powered with account aggregation, advisor dashboard and investor portal on the free Oranj platform.
Mitch Anthony, Cheryl Holland CFP® and Dr. Valerie Young are speaking on Delivering Value, Great to Exceptional Client Service, Imposter Syndrome at annual gathering.
New capabilities, additional principals, NYC Office, quarterly journal added to meet market demands
The custodial services provider sponsors team from University of South Florida in annual T3 Conference competition
The company celebrates milestone by organizing and participating in 20 service projects throughout 2018 and exceeds expectations
The transaction, pending FINRA regulatory approval, marks the third acquisition for Wentworth