Advisor Stream announces its newest partnership with Barron's.

The new funds will accelerate Platform’s ability to scale the engineering, product, research and support teams for its foundational product, Irwin, an investor relations software product designed to empower public companies to intelligently target, monitor and interact with global investors.

By offering data-as-a-network, Cinchy radically changes the game—saving technology teams months of work and corporations hundreds of millions of dollars.

AdvisorStream is pleased to announce the appointment of U.S. Financial Services Technology Innovator Edmond Walters to its Board of Directors.

October 09, 2018

Cinchy, the enterprise data collaboration platform, have secured $3MM in financing led by Blindspot Inc., with additional funds coming from ScaleUp Ventures, MaRS Investment Accelerator Fund (IAF), Techstars, BDC Capital Seed Fund, and other leading investors.

There are specific actions leaders can take to assess whether their company and industry will come under attack, well before the threat becomes a reality. Here are three things you can do to ensure you don’t become collateral damage when your market niche is disrupted.

Consumers want a financial experience that reflects the best technology experiences in the other areas of their lives and they get frustrated when they don’t receive it. Enter financial technology, or fintech.

The wealth management industry is driving more money into the financial-technology sector, as asset managers and investment firms rush to keep up with client expectations.

A new venture-capital fund focused exclusively on investing in companies founded and led by women will start fundraising this week with a $30-million goal that could make it the biggest of its kind in Canada.

March 07, 2018

Rob began his career with Investors Group in the information technology department. Over a 10-year period, Rob distinguished himself and rose through the ranks to become the Manager of Sales Technology Research, Development and Training at Investors Group. Specifically, he was responsible for the critical implementation and training of financial planning tools.

March 07, 2018

Gleb joined HollisWealth (formerly Dundee Wealth) 10 years ago and now serves over 50 affluent families who have entrusted him with their financial well-being. He uses a consultative approach to gain a detailed understanding of his clients’ deepest values and goals. He employs a customized recommendations designed to address each client’s unique needs and goals beyond simply investments. 

December 22, 2017

Our best year yet, in every way; it just keeps getting better. We couldn’t have asked for more. Here’s a recap of what 2017 looked like for AdvisorStream. Many new features, new partnerships and a lot of listening to our clients feedback. Throughout the past year, we have rolled out new features that have become huge value-adds for our subscribers.

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