Search Results for: wealth manager

Bill Chval Named Vice President of Sales to Lead Growth at Metromile Enterprise
Fintech InsurTech News

Bill Chval Named Vice President of Sales to Lead Growth at Metromile Enterprise

Fintech News Desk
by Fintech News Desk0
Insurtech veteran joins AI-driven insurer as company ramps up licensing its claims platform Metromile, the first insurance carrier powered by machine learning, today announced that Bill Chval joined the company as vice president of enterprise sales. Chval will work with insurance carriers worldwide to license Metromile Enterprise’s low-code claims AI......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech Investment Services News

Dana D’Auria, CFA, Joins Envestnet as Co-CIO

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management. Read......
Fintech Fintech Funding News

Collective Launches With $8.65 Million in Funding To Empower Businesses-of-One With First All-in-One Back Office Platform

Fintech News Desk
by Fintech News Desk0
Online Platform Pairs User-Friendly Dashboard With Concierge Service from Trusted Advisors and Community-Building Features Collective, the first online back office platform designed for businesses-of-one, launched today and announced $8.65 million in funding to empower, support and connect the self-employed community that comprises 36% of the American workforce. Collective’s technology and......
CSI’s President and Chief Operating Officer David Culbertson Elected as New Board Member
Blockchain Business Fintech News

Realio Partners With $250M+ Valentus Fund to Tokenize Institutional-grade Investment Opportunities

Fintech News Desk
by Fintech News Desk0
Realio, the technology ecosystem for institutional-grade digital assets, announces a partnership with Valentus Capital Management. The partnership enables the digitization of an array of private equity opportunities, as well as the issuance of a Valentus Digital platform token. Valentus offerings in the pipeline include a $250M+ investment fund focused on opportunistic......
SS&C
Business Fintech News

SS&C Bolsters Sales and Client Management in EMEA with Senior Appointments

Fintech News Desk
by Fintech News Desk0
Mike Webb and Spencer Baum to focus on Global Investor & Distribution Solutions in the U.K. and Europe SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Mike Webb and Spencer Baum have joined its Global Investor & Distribution Solutions division. Read More: Alloy Secures $40 Million in Series B Funding Led by Canapi Ventures Mike......
Vise Expands Leadership Team And Advisory Board With Industry Leaders
Artificial Intelligence Fintech Investment Services News

Vise Expands Leadership Team And Advisory Board With Industry Leaders

Fintech News Desk
by Fintech News Desk0
Vise, the AI-powered investment management platform built for the modern financial advisor, has seen rapid growth and adoption since its launch in November, 2019. As a result, the company has appointed three new senior executives to its leadership team, strengthening its foundation for continued growth and allowing the business to......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
Future Fintech and Spondula Signed Term Sheet for Potential Acquisition
Fintech News

Future Fintech and Spondula Signed Term Sheet for Potential Acquisition

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc. (NASDAQ: FTFT) (hereinafter referred to as “Future Fintech”, “FTFT” or “Company” “) a leading blockchain e-commerce company and a service provider for financial technology, today announced it has signed a term sheet (“Term Sheet”) with Spondula, a company incorporated in the United Kingdom (UK) and the selling shareholder of Spondula on September......
21Shares Hires ETP Industry Veteran to Accelerate Institutional Adoption of Crypto Assets
Cryptocurrency Fintech News

21Shares Hires ETP Industry Veteran to Accelerate Institutional Adoption of Crypto Assets

Fintech News Desk
by Fintech News Desk0
21Shares AG, the pioneering issuer of Exchange Traded Products (ETPs) with cryptocurrencies as underlying assets, has added to its executive team with the appointment of Lucy Reynolds as Chief Operating Officer. Read More: KyckGlobal and Cambridge Global Payments Partner to Improve Cross-Border Payments for U.S.-Based Firms Lucy joins from WisdomTree......
Fundapps Achieves Select Technology Partner Status in the Amazon Web Services Partner Network
Fintech Fintech Funding News

FundApps Reveals How Compliance Teams Can Set Derivative Traders Up for Success

Fintech News Desk
by Fintech News Desk0
FundApps, the leading cloud-based provider of regulatory compliance monitoring and reporting services, announces the launch of Room-In-A-Name, part of the FundApps Position Limits service, to help bridge the gap between Compliance teams and Traders. Read More: Volly Announces Series B Growth Equity Round At the start of the day before......
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