Company News

San Francisco, CA, April 29, 2021 — Bailard, an independent, values-driven wealth and investment management firm in the San Francisco Bay

Toronto, Ontario, Feb 1, 2021 — FutureVault, an industry-leading digital vault platform for institutions and enterprises, appoints Daniel Kenny, former

Toronto, Ontario, January 5, 2021  — FutureVault, an industry-leading document management and digital vault platform for institutions and enterprises, has

  TORONTO, ON, November 30, 2020 /Business Wire/ — Kismet Wealth Group, a diversified financial and professional services firm, and FutureVault, an

Toronto, Ontario, May 5, 2020 — FutureVault, an industry-leading digital vault platform for institutions and enterprises, appoints Nevin Markwart as

Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service provider for financial advisors, has announced an integration with FutureVault – the

Aligned Capital Partners, an independent financial advisory firm located in Burlington, ON, has announced that it is launching FutureVault’s Digital Collaborative Vault platform branded

FutureVault, a personal and business information management company, has named banking executive, lawyer, entrepreneur and investment professional John D. Orr

BlueRock Wealth Management Inc., a trusted wealth management firm that provides personalized financial advice and services, has announced that it