Search Results for: wealth management technology

B2B Investments News

Zoe Financial Announces Its New Innovative Wealth Platform

Fintech News Desk
by Fintech News Desk0
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform......
GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Analytics Fintech News

GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a binding letter of intent to acquire privately-held Nest Egg Investments in an all-stock transaction valued at $30 million. Nest Egg offers a streamlined mobile solution for discovering, planning, and automating retirement savings, with investment products and......
J.P. Morgan Wealth Management Introduces QuickDeposit for Investments
Investment Services News

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Fintech News Desk
by Fintech News Desk0
Clients can fund their investment accounts more easily and quickly via the mobile app J.P. Morgan Wealth Management launched QuickDeposit for Investments, enabling all clients to conveniently deposit checks into their investment accounts anytime from their phone. “QuickDeposit for banking has always been one of our most popular features” Now clients......
B2B Digital Payments News Technology

Passport Technology Names Diallo Gordon As Chief Marketing And Product Officer

Fintech Staff Writer
by Fintech Staff Writer0
Passport Technology Inc., which is famous as the fastest-growing solution provider of digital payment technology to the global gaming industry, has appointed Diallo Gordon as Chief Marketing and Product Officer. Gordon takes on his expanded role immediately and reports to Passport’s CEO Cleve Tzung. Gordon brings Passport a proven track......
Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology
Finance Investment Services News

Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology

Fintech News Desk
by Fintech News Desk0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors. Formerly with Cambridge Investment Research, firm president and advisor John Wood, CFP®, CLU®, ChFC®, AIF®, and advisor......
ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing
Finance News

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform......
Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs
Fintech News

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors’ Needs

Fintech News Desk
by Fintech News Desk0
Wealthcare Capital Management LLC, a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, announced their partnerships with industry-leading platforms Tifin Clout, Healthpilot, RetireOne, and OneTrust to provide their advisors with the most robust service offering in the wealth management space. As investors’ demand for more holistic financial services......
SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management
Fintech News

SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management

Fintech News Desk
by Fintech News Desk0
SageView Advisory Group, one of the nation’s leading independent RIA firms, announced it has completed the acquisition of Lakeview Wealth Management of Deer Park, Illinois. Lakeview’s six-women team has joined SageView with Judy VanArsdale and Lisa VanArsdale as Managing Directors and continuing as the team’s Financial Advisors. The team also includes Kristy Whitaker, Katie Krettler, Heidi VanArsdale and Brooke Little. SageView CEO Randy Long,......
Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High
Digital Asset Management Investment Services News

Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High

Fintech News Desk
by Fintech News Desk0
Four out of five of high net worth individuals (HNWI) and family offices are already invested in digital assets The largest study this year which surveyed 1,500 international investors on their attitudes and investment strategies with respect to digital assets was published Matrixport, one of the world’s largest digital assets......
CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology
Fintech Fintech Funding News

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology

Fintech News Desk
by Fintech News Desk0
Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headcount, garners industry recognition as one of the top fintech startups CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and......
1