Search Results for: Wealth management

StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY
Finance News

StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY

Fintech News Desk
by Fintech News Desk0
A boutique and holistic financial advisory and services firm StratCap Advisory, recognized among the top investment banking firms in India, and Fintrust Advisors, one of the fastest growing multi-client family office advisory firms, have announced a merger to create ‘UPWISERY‘, a multi-disciplinary professional advisory and financial services firm. Speaking on this......
M Financial Selects Proteus as an Alternative Investment Partner
Finance Investment Services News

M Financial Selects Proteus as an Alternative Investment Partner

Fintech News Desk
by Fintech News Desk0
Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts. M Financial Group will make available to......
Skience Adds Best Interest Validation System RightBRIDGE
Finance Fintech News

Skience Adds Best Interest Validation System RightBRIDGE

Fintech News Desk
by Fintech News Desk0
Skience’s wealth management solutions are enjoying increased demand this quarter following its showcase at Future Proof which will be accelerated by its RightBRIDGE integration Skience, a leading financial services solution and consulting provider, announced its integration with CapitalROCK’s RightBRIDGE Best Interest Validation System in addition to gaining several industry awards and......
Steward Partners Secures $140 Million Credit Facility to Support Continued Growth and Accelerate Recruiting Effort
Investment Services News

Steward Partners Secures $140 Million Credit Facility to Support Continued Growth and Accelerate Recruiting Effort

Fintech News Desk
by Fintech News Desk0
Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has secured a $140 million credit facility to support the next phase of the partnership’s development and fuel its future growth. The facility was led by Apogem Capital LLC, with support from Manulife Investment Management, and Cynosure Investment Partners, LLC. “This event speaks......
FLX Networks Secures $10 Million in Strategic Investments, Led by Barings
Finance Investment Services News

FLX Networks Secures $10 Million in Strategic Investments, Led by Barings

Fintech News Desk
by Fintech News Desk0
Allianz Life Ventures and Broadridge Financial Solutions join asset manager, rounding out global investment in modernized model FLX Networks, the technology platform modernizing the engagement between asset and wealth management firms, announced a capital raise of $10 million. The growth equity round, which values the company at approximately $50 million, was......
InsurTech News Technology

Ping An Committed To Developing Financial Services And Technology To Improve Financial Inclusion, Sustainability And Integration In Greater Bay Area

Fintech News Desk
by Fintech News Desk0
At Hong Kong FinTech Week, Jessica Tan, Co-CEO of Ping An Insurance (Group) Company of China, Ltd. (HKEx:2318; SSE:601318), reiterated the Group’s commitment to growing its operations within the Greater Bay Area (GBA). Speaking at a moderated panel with Nicolas Aguzin, Chief Executive Officer of Hong Kong Exchanges and Clearing, Ms. Tan outlined......
Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform
Investments News

Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform

Fintech News Desk
by Fintech News Desk0
Innovative enterprise software streamlines workflows for advisors across the full life-cycle of alternative investment funds +SUBSCRIBE, the leading platform for centralizing and managing private market fund transactions, announced its selection by Oppenheimer & Co. Inc, a leading global private bank and wealth management business, to provide a custom alternative investment......
Business InsurTech News

Insurance Technologies Changes Name To Hexure

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the life and annuity industry, announced today its new company brand Hexure [heck-sure] to enable sharper strategic focus on leading the insurance, financial services and wealth management industries. “While we have a new name and look, our clients......
B2B Fintech News

Paperclip Inc. Partners with Advintro in Response to Paperclip SAFE® Interest

Fintech News Desk
by Fintech News Desk0
Paperclip, Inc. (OTCMKTS: PCPJ) announced that it has partnered with Advintro to provide fractional fintech sales services for the company’s newest software product, Paperclip SAFE®, a breakthrough solution specifically designed to prevent data theft and ransomware attacks. The solution — trusted by Paperclip for more than two years to keep......
Bitwise Expands To Active Strategies; Announces Hiring of Industry-Leading Alternatives Team
Cryptocurrency News

Bitwise Expands To Active Strategies; Announces Hiring of Industry-Leading Alternatives Team

Fintech News Desk
by Fintech News Desk0
The world’s largest crypto index fund manager will introduce multi-strategy absolute return strategies designed specifically for institutional clients. New team led by Jeffrey Park, CFA, formerly with Corbin Capital, Harvard Management Company, and Morgan Stanley; supported by specialists previously with Northern Trust and Millennium Management Bitwise Asset Management, the world’s......
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