Search Results for: financial broker platform

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
AllocateRite Announces Hiring of New Director of Sales
Artificial Intelligence Fintech Investment Services News Risk Management Trading

AllocateRite Announces Hiring of New Director of Sales

Fintech News Desk
by Fintech News Desk0
Alan Rubenfeld, Veteran Sales Leader, will Further Strengthen AllocateRite’s Data Science-Powered Risk Analytics and Investment Technology Platform AllocateRite, the New York FinTech and data science company which provides wealth managers and consumers groundbreaking data science-powered risk analytics and investment technology, is excited to announce veteran sales leader Alan Rubenfeld has joined AllocateRite......
InsurTech NY Announces First NYC InsurTech Accelerator Coming in October
Fintech InsurTech News

InsurTech NY Announces First NYC InsurTech Accelerator Coming in October

Fintech News Desk
by Fintech News Desk0
InsurTech NY, the largest InsurTech community in the New York metro area, announced the upcoming launch of the InsurTech NY Accelerator, the first dedicated NYC-based accelerator for growth-stage InsurTech startups. Scheduled to begin operations in October, the accelerator will start taking applications from growth-stage startups that have revenue and customers in late......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Introduces Apex Extend

Fintech News Desk
by Fintech News Desk0
Full-stack, turnkey technology enables financial and non-financial firms to quickly and cost-effectively enter wealthtech space Apex Clearing, the digital custody and clearing engine powering the future of wealth management, launched a new turnkey platform solution called Apex Extend. This innovative end-to-end business solution levels the fintech playing field with modular......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Business Fintech News

XDimensional Technologies Becomes Member of Verisk Strategic Alliances

Fintech News Desk
by Fintech News Desk0
XDimensional to Offer ISO Rating Content within Its Policy Admin+ Platform XDimensional Technologies announced that it has become a member of the Verisk Strategic Alliances network. Alliance companies, like XDimensional, use information and products from ISO, a Verisk business, to build on and enhance their own product offerings. Read More:......
Celsius Network Secures US$10M Equity Raise with Tether as Lead Investor
Business Fintech Investment Services News

Celsius Network Secures US$10M Equity Raise with Tether as Lead Investor

Fintech News Desk
by Fintech News Desk0
Celsius’s US$30M first equity round has Tether International as a US$10M lead investor at a US$120M pre-money valuation. Celsius Network Limited (“Celsius”) is excited to announce that Tether International Limited (“Tether International”), a member of the Tether group of companies, the largest stablecoin issuer with a 90% market share, is......
SS&C Technologies Powers Mid Atlantic Capital's FINRA CAT Reporting
Capital Markets Fintech News Risk Management Trading

SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, announced that Mid Atlantic Capital Group has chosen SS&C to automate its FINRA Consolidated Audit Trail (CAT) reporting obligations. The Securities and Exchange Commission will require all broker-dealers to report equities and options transaction data to FINRA CAT at the end of the month. Read More: Abrigo Adds......
Deutsche Bank Launches Payments Platform Through 2C2P in Thailand
Banking Fintech News

Deutsche Bank Appointed as Depositary Bank for the Sponsored American Depositary Receipt Program of LION GROUP HOLDING LTD.

Fintech News Desk
by Fintech News Desk0
Deutsche Bank announced its appointment as depositary bank for the NASDAQ-listed American Depositary Receipt program of Lion Group Holding Ltd. (the “Company” or “LION”). Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms “We are very pleased to have been appointed as depositary......
Efma and Accenture Announce Winners of Innovation in Insurance Awards 2020
Artificial Intelligence Big Data Fintech InsurTech News

Efma and Accenture Announce Winners of Innovation in Insurance Awards 2020

Fintech News Desk
by Fintech News Desk0
Efma, an association of more than 3,300 retail financial services companies in 130 countries, and Accenture have announced the winners of the fifth annual Innovation in Insurance Awards during a virtual awards ceremony. “We were pleased to see great inroads being made this year to transform the insurance industry in customer......
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