Search Results for: wealth management technology

Donna Peeples Joins Envestnet's Executive Leadership Team as Chief Relationship Officer
Artificial Intelligence Fintech News

Donna Peeples Joins Envestnet’s Executive Leadership Team as Chief Relationship Officer

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Donna Peeples has joined the firm as Chief Relationship Officer. In this newly created role, Ms. Peeples will lead Envestnet’s sales strategy and relationship management initiatives across all business lines for Wealth and Data & Analytics. Read More: GlobalFintechSeries Interview with Chen Amit, Co-founder and CEO at Tipalti “Donna......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News

Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance

Fintech News Desk
by Fintech News Desk0
Financing will fuel the payment and data security leader’s product, continued growth in US and internationally, and opportunistic acquisitions Bluefin, the leading provider of payment and data security technologies, including PCI-validated point-to-point encryption (P2PE) and ShieldConex® data tokenization, announced $25 million in growth financing led by Macquarie Capital Principal Finance......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Fintech Investment Services News

SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence

Fintech News Desk
by Fintech News Desk0
Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency SEI (NASDAQ: SEIC) today announced enhancements to its Archway PlatformSM to automate alternative investment data workflows involving a strategic partnership with Canoe Intelligence (Canoe), a financial technology company focused on reimagining data management processes for alternative investors and capital allocators. SEI......
LPL Acquires Fintech Firm Blaze Portfolio
Business Fintech News

LPL Acquires Fintech Firm Blaze Portfolio

Fintech News Desk
by Fintech News Desk0
Blaze Portfolio’s innovative trading and portfolio rebalancing software will be integrated into LPL’s core technology platform, delivering a sophisticated solution to help drive efficiency and scale in advisors’ practices LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of leading retail investment advisory firm and independent broker/dealer LPL Financial LLC,......
i2c Taps Miguel Olvera to Drive Mexican Growth
Business Fintech News

i2c Taps Miguel Olvera to Drive Mexican Growth

Fintech News Desk
by Fintech News Desk0
Former Citibanamex payment executive to spearhead growth in the key Americas market i2c Inc. a leading provider of digital payment and banking technology announced a key move in its Americas operations, naming Miguel Olvera as its Regional Director, Business Development, Mexico. Olvera will be responsible for accelerating expansion efforts in......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech Investment Services News

iCapital Network Leverages U.S. Success to Accelerate International Growth

Fintech News Desk
by Fintech News Desk0
iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced a series of milestones in its expansion into the European and Asian markets. On the heels of high-profile client acquisitions and rapid organic asset growth within the U.S.......
Altruist Joins Forces with Apex Clearing to Offer Advisors Frictionless Investing Experience
Business Fintech News

Altruist Joins Forces with Apex Clearing to Offer Advisors Frictionless Investing Experience

Fintech News Desk
by Fintech News Desk0
Easily accessible and cost-efficient investment technology solutions to make investing fair for everyone Altruist, the first fully integrated digital brokerage platform, today announced a new partnership with Apex Clearing, the custody and clearing engine powering the future of wealth management, to provide independent financial advisors and their clients with a......
CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
Business Fintech News

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth

Fintech News Desk
by Fintech News Desk0
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O’Brien and Claudine Martin to its management team. The expansion of the team represents CircleBlack’s tremendous growth in support of RIAs and a focus on delivering the technology they......
Mercury Derivatives Trading Selects Eventus Systems for Trade Surveillance
Fintech News Risk Management Trading

Mercury Derivatives Trading Selects Eventus Systems for Trade Surveillance

Fintech News Desk
by Fintech News Desk0
Global Futures Proprietary Trading Firm Deploys Validus Platform Eventus Systems, Inc., a multi-award winning global trade surveillance and risk management software platform provider, today announced that Mercury Derivatives Trading, a global futures proprietary trading firm with more than 500 traders operating in markets on six continents, has deployed Eventus’ Validus......
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