Search Results for: asset managers

Coinbase Partners With Integral: Bringing Next-Generation Accounting Solutions to All Coinbase Prime Clients
Investment Services News

Coinbase Partners With Integral: Bringing Next-Generation Accounting Solutions to All Coinbase Prime Clients

PR Newswire
by PR Newswire0
Integral announces a collaboration with Coinbase and investment from Coinbase Ventures to bring cutting-edge accounting solutions to Coinbase Prime clients, covering assets held inside and outside of Coinbase. Integral’s solutions give finance executives, controllers, accountants, and fund administrators a way to get an aggregate view of all of their digital assets, held inside and outside of Coinbase,......
Artificial Intelligence Featured Fintech Fintech Primers

What Are The Fintech AI certifications?

Pooja Choudhary
by Pooja Choudhary0
What Are the Opportunities for AI in Fintech? A survey by Grand View Research predicts that the market for AI in financial technology will expand at a CAGR of 16.5% between now and 2030. In 2023, the market will be dominated by deep learning due to the sophistication of its......
The Methodic CoinDesk ETH Staking Fund Launches, Delivering an Ethereum Total Return Solution to Institutional Investors
Blockchain News

The Methodic CoinDesk ETH Staking Fund Launches, Delivering an Ethereum Total Return Solution to Institutional Investors

PR Newswire
by PR Newswire0
This groundbreaking collaboration brings together crypto stalwarts Methodic Capital Management, CoinDesk Indices, Oasis Pro, BitGo, Polygon Labs and CoinFund Methodic Capital Management, an industry innovator in bringing fiduciary responsibility and thoughtful execution to bridge blockchain with broader financial markets, and CoinDesk Indices (CDI), a subsidiary of CoinDesk and the leading provider of digital......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Investment Services News

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

PR Newswire
by PR Newswire0
Fintech leaders also provide details on new Probability of Success widget Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently announced updated integration capabilities with RightCapital, a financial planning software that simplifies the complexity of financial planning for advisors and their clients.......
Deal Box Platform Simplifies $867 Trillion Tokenization Opportunity
Finance News

Deal Box Platform Simplifies $867 Trillion Tokenization Opportunity

GlobeNewswire
by GlobeNewswire0
A 100-page report issued by the World Economic Forum estimates the tokenization market to be worth $867 trillion with an expected 80x growth rate by 2030. A 100-page report issued by the World Economic Forum estimates the tokenization market to be worth $867 trillion with an expected 80x growth rate......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
RiverStone International to Drive Investment Strategy with Clearwater Analytics
Analytics Investment Services News

RiverStone International to Drive Investment Strategy with Clearwater Analytics

PR Newswire
by PR Newswire0
Delivers Greater Transparency for Lloyd’s Reporting and RiverStone International’s Growing Business Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that RiverStone International, a leading global nonlife run-off insurance business specialist and the largest provider of legacy solutions in the Lloyd’s market, has successfully implemented......
Marstone and Jack Henry Collaboration Combines Seamless Access to Digital Wealth
Banking News

Marstone and Jack Henry Collaboration Combines Seamless Access to Digital Wealth

Business Wire
by Business Wire0
Technology collaboration enables over 400 digital banks to easily adopt Marstone’s digital wealth solutions through Jack Henry’s digital banking platform Marstone, Inc., a leading digital wealth technology firm, announced its collaboration with Jack Henry. The partnership allows bank customers who use Jack Henry’s Banno digital banking platform to also access......
Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
by PR Newswire0
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)
Artificial Intelligence Investment Services News

CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)

Business Wire
by Business Wire0
CAZ Investments (“CAZ”), a Houston-based investment manager, and Palantir Technologies, a leading builder of operating systems for the modern enterprise, announced a 5-year partnership for Palantir to provide its Artificial Intelligence Platform (AIP) in support of CAZ’s growth and innovation. Read More About Fintech Interview: Global Fintech Interview with Randall Tidwell,......
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