Search Results for: portfolio management

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting
Finance Fintech News

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting

Fintech News Desk
UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilities, including traditional, non-traditional and illiquid assets. UBS’s financial advisors will now have access to......
Entrust Enables Simplified Digital Payments for Genome Customers
Digital Payments News

Entrust Enables Simplified Digital Payments for Genome Customers

Fintech News Desk
Genome has selected Entrust to provide an easy connection to tokenization services of Visa VTS so customers can access their banking card in any third-party wallet Entrust, a leading provider of trusted identities, payments and digital infrastructure, announced that it has been selected by Genome to simplify digital payment experiences for......
Fintech News

Centerbridge And Bridgeport Complete $1.6 Billion Acquisition Of CSI

Fintech News Desk
Computer Services, Inc. (CSI), a leading provider of end-to-end fintech and regtech solutions, announced today the completion of its acquisition by private equity firms Centerbridge Partners, L.P. (Centerbridge), a global, multi-strategy private investment firm with deep experience investing in financial services and technology, and Bridgeport Partners (Bridgeport), a private investment firm with a long-term, value-oriented......
Accelerate NFT Fund Builds Momentum for Web3 Investment in Canada
Cryptocurrency Investment Services News

Accelerate NFT Fund Builds Momentum for Web3 Investment in Canada

Fintech News Desk
Accelerate NFT Fund, launched in 2022, is Canada’s first Web3 investment vehicle. Its development points to additional opportunities in blockchain-related investing. The NFT Fund is supported by Canadian crypto custodian Tetra Trust and uses Ledger Enterprise to ensure safe and secure storage of the Fund’s digital assets Accelerate Financial Technologies......
DPL Partners With Corebridge Financial to Bring Advisory Annuity Solutions to the RIA Community
InsurTech News

DPL Partners With Corebridge Financial to Bring Advisory Annuity Solutions to the RIA Community

Fintech News Desk
DPL Financial Partners, the leading insurance platform for registered investment advisors (RIAs),  announced the addition of Corebridge Financial to its carrier lineup with two commission-free Corebridge annuity products geared to fee-only advisors. Corebridge, formerly AIG Life & Retirement, is one of the largest providers of retirement solutions and insurance products......
Revere Partners Commits $10 Million in Investments to Revolutionize Fintech in Dentistry
Fintech Investment Services News

Revere Partners Commits $10 Million in Investments to Revolutionize Fintech in Dentistry

Fintech News Desk
First oral-focused VC fund invests in Choice Payment Services, Walnut, FeatherPay, Plan Forward, Zuub, AirPay and Tuuthfairy to streamline billing, insurance and finance processes Revere Partners, the first and only venture capital fund focused on oral health, announced that the fund is investing more than $10 million in fintech for......
The Vistria Group Announces Strategic Partnership with Hunter Point Capital and ADQ
Investment Services News

The Vistria Group Announces Strategic Partnership with Hunter Point Capital and ADQ

Fintech News Desk
The Vistria Group, a middle-market private investment firm focused on delivering both financial returns and societal impact, announced a strategic minority investment by Hunter Point Capital and ADQ. The strategic partnership is aimed at providing long-term growth capital for Vistria to help accelerate its investment strategy. There will be no......
Did You Know- 14 Bitcoin Facts
Blockchain Featured Fintech Primers

Did You Know- 14 Bitcoin Facts

Fintech Staff Writer
Bitcoin: What Is It? Bitcoin, which is commonly referred to as a cryptocurrency, virtual currency, or programmed money, is a fully virtual type of currency. It resembles a form of money that operates online. You can use it to pay for goods and services, but only a small number of......
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