Category : Investment Services

Fintech Investment Services News

Proxymity Launches Consortium of Financial Industry Leaders and Raises $20.5 Million in Strategic Round to Become Its Own Entity

Fintech News Desk
by Fintech News Desk0
Proxymity, the digital investor communications platform developed within Citi’s Institutional Clients Group, announced that it has raised $20.5 million in a strategic round of investment and will form its own entity via a global, industry-led consortium. The consortium brings together the leading global and direct custodians and the leading issuer agents......
Banking Fintech Investment Services News

6 Questions To Ask When Deferring Loan Payments During Coronavirus, From myFICO

Fintech News Desk
by Fintech News Desk0
As the financial impacts of the coronavirus pandemic begin to be felt by more Americans, a lot of people are starting to worry about how they’ll pay their bills on time. myFICO offers up 6 questions everybody should consider when deferring loan payments. For more loan and credit education, visit......
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
InsurTech Investment Services News

SE2 Names Mark Schultis as CEO

Fintech News Desk
by Fintech News Desk0
Schultis to lead company’s client focused, technology-driven approach in serving the life and annuity markets SE2, an Eldridge business, and industry leader in life and annuities insurance technology, today named Chief Customer Officer, Mark Schultis, to CEO. Current Chief Executive, Gautam Thakkar, will remain on the SE2 Board of Directors......
Investment Services News Risk Management Trading

Tim Draper, Kelly Rodriques, Greg Kidd, and Others Discuss COVID-19 VC Issues at Virtual Investor Conference

Karim Nurani
by Karim Nurani0
In the midst of the current COVID-19 pandemic, there have been ongoing fluctuations in the stock market as well as the economy around the globe. Many investors are second-guessing decisions during these uncertain times but now isn’t the time to panic. Right now, we’re seeing different markets perform extremely well......
Fintech Investment Services News

BCA Research Pioneers Independent Global Macro Research in the Republic of Korea

Fintech News Desk
by Fintech News Desk0
BCA Research, the world’s leading provider of independent global macro research,  announces the launch of its weekly Global Investment Strategy and Global Asset Allocation in Korean to help guide institutional and high-net worth investors in the Republic of Korea (South Korea) through this challenging global macroeconomic environment and beyond. BCA......
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
Artificial Intelligence Fintech Fintech Funding Investment Services News

Boosted.ai Raises $8 Million in Series A Funding to Bring Artificial Intelligence in Investment Management to the Mainstream

Fintech News Desk
by Fintech News Desk0
AI Platform Offers Machine Learning Techniques to Global Financial Industry Boosted.ai, the leading distributed machine learning platform for global investment professionals, announced the closing of an $8 million USD Series A financing round, led by Portag3 Ventures. Dunamu & Partners and Polar Equity Partners also participated in the round. Inclusive......
Fintech Investment Services News

Enhance Selects FinMason to Deliver Sophisticated Investment Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has been selected by Enhance Group, a specialist reporting and advice provider for global fiduciaries, to deliver portfolio and security-level investment analytics that will present a complete picture of the......
Fintech Investment Services News

Tegra118 Welcomes Tito Singh as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Financial services and technology executive to lead global sales and business development Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions, recently acquired by Motive Partners Company, a specialist private equity firm, announced the appointment of Tito Singh as Chief Revenue Officer. In his......
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