Archives: News

Wealthramp Partners with SmartKx
Jun 30, 2022

Wealthramp Partners with SmartKx

Our partnership with Smart x is featured in Think Advisor. Read more about the collaboration below.

Financial Advice for Second Marriages
Jun 30, 2022

Financial Advice for Second Marriages

In the latest episode of Friends Talk Money, hosts Richard Eisenberg, Terry Savage and Wealthramp CEO Pam Kruger offer advice […]

Wealthtech Weekly Roundup: Wealthramp and Smart Kx Team Up
Jun 24, 2022

Wealthtech Weekly Roundup: Wealthramp and Smart Kx Team Up

Our partnership with Smart Kx is featured in Financial Planning's weekly Wealthtech Roundup. Click the link below to learn more […]

Fintech Bytes: Bento Engine, RIA in a Box and Wealthramp
Jun 24, 2022

Fintech Bytes: Bento Engine, RIA in a Box and Wealthramp

Our newly announced partnership with Smart Kx is a lead item in this week's InvestmentNews Fintech Bytes newsletter.

Smart Kx and Wealthramp Team Up To Help Financial Advisors Automate Fee Calculations for Improved Accuracy and SEC Compliance
Jun 23, 2022

Smart Kx and Wealthramp Team Up To Help Financial Advisors Automate Fee Calculations for Improved Accuracy and SEC Compliance

Wealthramp, the consumer-first financial advisor matching platform, today announced a new partnership with Smart Kx, an intelligent billing and contract […]

Carefull and Wealthramp Partner To Support Financial Advisors In Protecting Older Adults’ Wealth
Jun 23, 2022

Carefull and Wealthramp Partner To Support Financial Advisors In Protecting Older Adults’ Wealth

Carefull, the first digital platform built to protect and manage the daily finances of aging adults, and Wealthramp today announced […]

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