Search Results for: Wealth management

Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion
Fintech News

Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion

Fintech News Desk
David McIntosh, with Over Ten Years of Financial Services Experience, to Head-Up Firm’s Presence in Idaho Capital Move is Consistent with Fast-Growing RIA’s Strategy of Becoming the Leading Wealth Manager Across the Broader Northwest Coldstream Wealth Management (“Coldstream”) announced it has opened an office in Boise. David McIntosh, an Idaho-native who previously......
BNY Mellon Wealth Management Expands Seattle Office With Two New Hires
Fintech News

BNY Mellon Wealth Management Expands Seattle Office With Two New Hires

Fintech News Desk
BNY Mellon Wealth Management expands its Seattle office with two new additions including Patrick Burke as senior private banker and Ben Kalman as senior wealth manager. They are both based in Seattle. Patrick reports to Gary Lutz, regional director, West Region private banking and Ben reports to Bo Lee, wealth management, team leader. Latest Fintech Insights: Allumia Closes Series A2......
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
Kaleyra Provides Innovative Banking Video Communications For Banca Sella's New Wealth Management Platform
Banking News

Kaleyra Provides Innovative Banking Video Communications For Banca Sella’s New Wealth Management Platform

Fintech News Desk
Kaleyra, Inc. (“Kaleyra” or the “Company”), a rapidly growing cloud communications software provider delivering a secure system of application programming interfaces (APIs) and connectivity solutions in the API/Communications Platform as a Service (CPaaS) market, has partnered with Banca Sella, a leading Italian bank, to provide an innovative video communication solution for the......
UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors
Banking News

UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors

Fintech News Desk
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US UBS and Wealthfront, an industry-leading, automated wealth management provider serving the next generation of investors, signed an agreement whereby UBS would acquire Wealthfront in an all-cash transaction valued at $1.4 billion. Through this......
BNY Mellon Wealth Management Expands Miami Office With Five New Hires
Fintech News

BNY Mellon Wealth Management Expands Miami Office With Five New Hires

Fintech News Desk
BNY Mellon Wealth Management expands its Miami office with five new additions including Gina Smurro as senior client strategist, Sebastien Gault as family wealth advisor, Tamara Oswald as associate wealth manager, Jessica Diaz as analyst, global insights lab and Francesca Tabak as analyst, private banking. They are all based in Miami and report to Laura Kaplan, market president, Miami. Latest Fintech Insights: Ara Partners Promotes James Wang......
Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution
Business Finance News

Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution

Fintech News Desk
SkienceONE delivers a turnkey, modern wealth management experience to RIA firms of all sizes Skience, a leading financial services solution and consulting provider, has partnered with Incedo Inc., a leading digital transformation consulting and technology solutions firm for the wealth management industry, to make its all-in-one, cloud-based wealth management platform – SkienceONE – available......
Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region
Capital Markets Fintech News

Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region

Fintech News Desk
Wilmington Trust announced it has expanded its Delaware Wealth Management team with the hiring of Senior Investment Advisor Albert (A.J.) McCrery IV, and Senior Fiduciary Advisor Claire Schissler. Latest Fintech Insights: Zaggle Appoints Sathish N As Chief Product Officer These hires are two of many that Wilmington Trust recently announced across......
Zoe Announces Its Partnership With Vincere Wealth Management
Finance News

Zoe Announces Its Partnership With Vincere Wealth Management

Fintech News Desk
Zoe, a wealth platform recently awarded NerdWallet’s 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial advisory firm. Zoe’s partners are highly qualified advisors who are vetted to ensure they offer personalized service and act in the clients’ best interests. Vincere Wealth Management is among the registered independent advisory firms (RIA)......
Unifimoney Announces Integration with Q2's Digital Banking Platform
Finance News

Unifimoney Announces Integration with Q2’s Digital Banking Platform to Offer Digital Wealth Management Solutions

Fintech News Desk
Financial institutions can now access Unifimoney’s digital wealth management services via Q2 Innovation Studio Unifimoney, a turnkey digital wealth management platform, announced its availability within the Q2 Innovation Studio, making its trading platform pre-enabled to 450+ financial institutions (FIs) on the Q2 digital banking platform. As banks and credit unions......
1