Search Results for: wealth management services

Bancolombia Capital Partners with Marstone for Multilingual Digital Wealth Management Services in Latin America
Investment Services News

Bancolombia Capital Partners with Marstone for Multilingual Digital Wealth Management Services in Latin America

Business Wire
by Business Wire0264
Marstone’s Digital Advice offering continues rapid expansion with latest partnership that provides digital wealth to international clients using BlackRock UCITS funds Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Grupo Bancolombia (CIB), the largest bank in Colombia by total assets, and the first Colombian financial......
Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services
Finance News

Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services

Business Wire
by Business Wire0256
Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Red River Credit Union (RRCU), a premier financial institution with more than $1.3 billion in assets, to......
American Bank & Trust Selects Marstone’s Digital Wealth Management Services
Banking News

American Bank & Trust Selects Marstone’s Digital Wealth Management Services

Business Wire
by Business Wire0345
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with American Bank & Trust, N.A., a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service......
First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney
Banking News

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney

Fintech News Desk
by Fintech News Desk0360
First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City announced the launch of a comprehensive digital wealth......
Business Digital News

Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services To Corporations’ Employees

Fintech News Desk
by Fintech News Desk0336
Marstone, Inc., a leading digital wealth technology firm, announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases. The product was launched earlier in 2022, with broader rollout planned for the end of 2022. Engagements with Marstone@Work as a workforce solution are......
Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services
Banking News

Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services

Fintech News Desk
by Fintech News Desk0392
Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations Temenos, the cloud banking platform, announced that Mirabaud, the Swiss private bank, has selected Temenos to move from a traditional on-premise system to a digital end-to-end wealth management platform on Temenos Banking Cloud. With the......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0746
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0308
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services
Finance Fintech News

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services

PR Newswire
by PR Newswire0301
In recent years, with rapid growth of the global wealthy population and demand for wealth management, family office business, as an important field to promote rapid growth of the asset and wealth management industry, is a significant direction which the HKSAR government has fully promoted. Several favourable policies have recently......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0294
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
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