Category : Investment Services

Fintech Fintech Startups Investment Services News

Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform

Fintech News Desk
by Fintech News Desk0581
Fintech startup Save announced  that they have signed a preliminary agreement with Radius Bank to power an FDIC-insured consumer checking account and the Save Debit Invest™ debit card for customers of Save’s Savetech platform. The Save Debit Invest account will be managed as part of Save’s first-of-its-kind savings platform, where Save provides customers......
Fintech Fintech Funding Investment Services News

VC Investment in Fintech Remains Robust as M&A Activity Stalls: KPMG Pulse of Fintech

Fintech News Desk
by Fintech News Desk0349
While overall global fintech funding fell during the first half of 2020, with US$25.6 billion of investment globally across 1,221 deals, corporate deals are driving continued strength in VC activity, according to the Pulse of Fintech H1’20, a bi-annual report on global fintech investment trends from KPMG International. Read More: OpenUnit Raises $150,000 Pre-Seed......
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
by Fintech News Desk0427
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
Fintech Investment Services News

Enfusion Becomes Certified FinTech by Singapore FinTech Association under the Monetary Authority of Singapore (MAS)

Fintech News Desk
by Fintech News Desk0368
Enfusion, a leading global provider of investment management technology solutions and services, announced today their certification as a qualified financial technology vendor by the Singapore FinTech Association (SFA). This certification is recognized by the Monetary Authority of Singapore (MAS) as part of the Financial Sector Technology and Innovation (FSTI) Digital Acceleration Grant (DAG) program to bolster digital transformation......
Business Fintech Investment Services News

Silicon Valley Bank Hires Sunita Patel as Head of Business Development, Technology and Healthcare

Fintech News Desk
by Fintech News Desk0379
SVB Capital Builds Life Science & Healthcare Investment Team Led by Jennifer Friel Goldstein Silicon Valley Bank (SVB), the bank of the world’s most innovative companies and their investors, announced the appointment of Sunita Patel as Head of Business Development for its Technology and Healthcare practice. Sunita will succeed Jennifer Friel Goldstein, who......
Investment Services News

Lincoln Investment Selects Riskalyze to Offer Firm-Wide Access to Technology

Fintech News Desk
by Fintech News Desk0358
Riskalyze will help more than one thousand Lincoln advisors stay efficient and compliant with Regulation Best Interest Riskalyze today announced its enterprise agreement with Lincoln Investment (Lincoln), a full-service broker-dealer and registered investment adviser serving nearly 360,000 investors who represent more than $41 billion in assets. The agreement will provide more than 1,000 Lincoln advisors with access......
Fintech Fintech Funding Investment Services News

CredoLab Raises USD 7 million in Series A Investment Round Led by GBG

Fintech News Desk
by Fintech News Desk0626
CredoLab, a leading developer of bank-grade digital credit scorecards based on smartphone metadata, has secured USD 7 million in its Series A round funding led by GBG, the global specialist in Identity Data Intelligence. ‍Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers In addition to GBG, the......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0405
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0409
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
Banking Capital Markets Fintech Investment Services News

Barclays appoints Manuel Esteve as Head of Equity Capital Markets

Fintech News Desk
by Fintech News Desk0561
Barclays Investment Bank announces the appointment of Manuel Esteve as Head Of Equity Capital Markets, Continental Europe. Manuel will be based in London and report to Tom Johnson, Head Of Equity Capital Markets EMEA. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Manuel has spent......
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