STP Investment Services Acquires Wealth Advisory Fintech WealthSite
STP Investment Services (STP), a global, technology-enabled, end-to-end investment operations service provider, announced it has acquired WealthSite, a firm that provides “a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money… Read More
Read more in: Fintech | Tagged accounting, acquisition, analytics, bernie holtgreive, investment operations service provider, investments, money management, patrick murray, Portfolio Management, reporting, russell burns, stp, stp investment services, ultra high net worth individuals, unhws, wealth advisory services, wealth management, wealthsite