Boston, Mass, Dec. 17, 2024 (GLOBE NEWSWIRE) -- Catchlight, an award-winning organic growth platform from Fidelity Labs, is working with Mariner to help accelerate its robust organic growth engine.

Boston, MA, Sept. 04, 2024 (GLOBE NEWSWIRE) -- Catchlight, an organic growth platform with award-winning AI technology to enrich, analyze, and score leads for wealth management firms, today announced ...

Catchlight, a fintech provider specializing in AI-driven growth solutions for wealth management firms, is looking to support advisors' prospecting efforts with a newly unveiled tool. The firm ...

After launching broadly in May of last year, about 300 firms have started using Catchlight, the lead generation software developed by Fidelity Innovation Labs that promises to identify which prospects ...

Following its recent PE-powered capital infusion, Mariner Wealth Advisors is firing up its growth strategy further with a new fintech partnership. Mariner, which has reported over $245 billion in ...

Snappy Kraken has integrated its marketing technology with Catchlight's growth platform that provides data and insights on leads and clients to help users implement personalized prospect engagement ...

Mariner Wealth and its outspoken CEO and President Marty Bicknell have an established goal of growing to 5,000 advisors by 2027. The firm has been steadily working toward this through inorganic growth ...

BOSTON--(BUSINESS WIRE)--Taking the next step in connecting lead data and insights to growth-generating actions for financial advisors, Catchlight now provides AI-generated emails to advisors to send ...

Boston-based Catchlight Insights announced that it has incorporated data available through Wealthbox, a customer relationship management software platform, into Catchlight, its growth engine, to help ...

BOSTON--(BUSINESS WIRE)--Nearly 70% of registered independent advisors struggle to reliably schedule at least one prospect meeting on a weekly basis 1, limiting success in an industry hungry for ...