Search Results for: wealthtech

Elinvar Successfully Signs €25 Million Funding Round With Toscafund as Lead Investor
B2C Fintech Fintech Funding Investment Services News

Elinvar Successfully Signs €25 Million Funding Round With Toscafund as Lead Investor

Fintech News Desk
by Fintech News Desk0
January 21, 2021 Berlin-based WealthTech PaaS Elinvar successfully signs €25 million funding round to scale its multi-tenant platform, connecting the wealth management ecosystem. The lead investor for the round is Toscafund Asset Management (subject to approval of the BaFin, the federal office for financial supervision). Existing shareholders Ampega Asset Management,......
Generali and the APICIL Group Acquire a Stake in IZNES
Business Fintech InsurTech News

Generali and the APICIL Group Acquire a Stake in IZNES

Fintech News Desk
by Fintech News Desk0
Created in 2017 by a consortium of six management companies, IZNES is now backed by two new renowned investors: Generali and the APICIL Group, via its dedicated fund Insurtech Capital. They become respectively the first insurer and the first social protection group to enter IZNES capital. This strategic partnership accelerates......
GROUNDFLOOR announces new pilot program to spur accessory dwelling unit (ADU) growth in Atlanta
Business Fintech News

GROUNDFLOOR Announces New Pilot Program to Spur Accessory Dwelling Unit (ADU) Growth in Atlanta

Fintech News Desk
by Fintech News Desk0
GROUNDFLOOR is now offering financing for ADUs and allowing investors to fund these unique projects, which benefit local neighborhoods  GROUNDFLOOR, the wealthtech platform that allows everyone to build wealth through real estate, is announcing a new pilot program to spur the development of more accessory dwelling units (ADUs) in the......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Business Fintech Investment Services News

First Rate Selects FinMason to Deliver Third-Party ESG Data

Fintech News Desk
by Fintech News Desk0
FinMason will Redistribute OWL Analytics’ ESG data via Proprietary API FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by First Rate, a leading provider of financial service solutions to the wealth management industry, to deliver ESG data from OWL......
KBC-Securities-Services-selects-Objectway-for-smart-digital-client-onboarding-for-independent-wealth-managers
Business Fintech News

KBC Securities Services Selects Objectway For Smart Digital Client Onboarding For Independent Wealth Managers

Fintech News Desk
by Fintech News Desk0
KBC Securities Services has chosen the leading Digital Wealth & Asset Management software provider Objectway to implement Digital Client Onboarding for independent, Benelux-based wealth managers who rely on KBC Securities Services to safeguard their clients’ investment portfolios. A member of the Belgian KBC group, KBC Securities Services is a global......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News Trading

AdvisorPeak’s Operation Rebalance 2.0 Delivers Free Trading and Rebalancing Solution for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AdvisorPeak today announced Operation Rebalance 2.0, a platform experience that provides advisors impacted by recent acquisitions or closures of their trading and rebalancing system with access to AdvisorPeak at no cost and with no strings attached. Advisors who have or had an active contract in 2020 with Oranj (recently closed), RedBlack......
Objectway-Delivers-Full-Client-Lifecycle-Management-At-Brewin-Dolphin
Business Fintech News

Objectway Delivers Full Client Lifecycle Management At Brewin Dolphin

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON: BRW). Earlier this year, the wealth manager reported progress with technology modernisation in line with their digital strategy. Particular mention was made of......
PureFacts Financial Solutions Closes $20 Million Financing Round
Artificial Intelligence Fintech News

PureFacts Financial Solutions Closes $20 Million Financing Round

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading global WealthTech provider of fees, reporting and AI-powered predictive analytics solutions, is pleased to announce it has closed a CAD $20 million financing from Scotiabank and Round 13 Capital. Read More: GlobalFintechSeries Interview with Humayun Sheikh, CEO and Founder at Fetch.ai PureFacts has closed a......
GROUNDFLOOR Ranks No. 102 on Deloitte's 2020 Technology Fast 500™ List
Business Fintech

GROUNDFLOOR Ranks No. 102 on Deloitte’s 2020 Technology Fast 500™ List

Fintech News Desk
by Fintech News Desk0
Wealthtech platform recognized as one of the fastest growing companies in North America GROUNDFLOOR, the wealthtech platform that allows everyone to build wealth through real estate, today announced it ranked No. 102 on Deloitte’s Technology Fast 500™, a ranking of the 500 fastest-growing technology companies in North America. This was the first......
GlobalFintechSeries Interview with Craig Cecilio, CEO and Founder at DiversyFund, Inc.
Business Fintech Fintech Startups Interviews

Global Fintech Interview with Craig Cecilio, CEO and Founder at DiversyFund, Inc.

Paroma Sen
by Paroma Sen0
Improving Marketing and Sales Alignment, Adjusting to the New Normal and Scaling Business Growth Despite Covid-19, catch more in these conversations with experts from JotForm, Xactly, Demandbase!...
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