Search Results for: wealth management technology

Saguaro Capital Management Launches Next-Generation Value Investment Firm
Investment Services News

Saguaro Capital Management Launches Next-Generation Value Investment Firm

Fintech News Desk
by Fintech News Desk0
Investment approach fuses classic fundamental research with modern data science and machine learning to improve long-term investment results Saguaro Capital Management, a value investment firm with extensive experience and expertise combining classic fundamental analysis with modern data science tools and proprietary machine learning models to produce attractive long-term returns, announced......
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Investment Services Investments News

Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Fintech News Desk
by Fintech News Desk0
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian’s offerings via customized technology and solutions powered by iCapital. Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the......
Accutech Hires Fintech Veteran to Lead Trust and Wealth Business Unit
Fintech News

Accutech Hires Fintech Veteran to Lead Trust and Wealth Business Unit

Fintech News Desk
by Fintech News Desk0
Accutech Systems Corp. has hired a veteran of the financial technology industry to serve as managing director of its trust and wealth business unit. “Latest Fintech News: Ibexis Life & Annuity Insurance Company Chooses FireLight to Make Selling Annuities Easy John Watts joined Accutech this summer, having previously served as senior vice......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Moran Wealth Management Announces Launch as Independent Registered Investment Advisor
Investments News

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Moran Wealth Management, an investment management practice based in Naples, Florida, has announced its launch as an independent registered investment advisor. A boutique financial advisory practice with over $4 billion of assets under management (AUM) as of 5/31/22*, MWM provides comprehensive investment services for its sophisticated investors through personalized and customizable......
Legado Acquires Consumer and B2B Bill Management Technology From WonderBill
B2B News

Legado Acquires Consumer and B2B Bill Management Technology From WonderBill

Fintech News Desk
by Fintech News Desk0
Open document and data platform specialist Legado has acquired the consumer and B2B bill management technology from WonderBill. Launched in 2016, London-based WonderBill allowed consumers to manage all their household bills and subscriptions. The company was backed by Shell Ventures, Shell’s corporate venture capital arm. “We’ve got the backing of some of......
Alera Group Wealth Services Acquires Johnson Brunetti
InsurTech News

Alera Group Wealth Services Acquires Johnson Brunetti

Fintech News Desk
by Fintech News Desk0
Acquisition adds $1.5 billion to RIA assets under management, offices in Northeast and Georgia Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and wealth services firm, today announced the acquisition of Johnson Brunetti, a retirement and investment specialist based in Connecticut with eight offices in......
Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings
Banking News

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings

Fintech News Desk
by Fintech News Desk0
Money Manager X-Change (MMX) provides financial advisors access to high-quality investment management, while helping to make their business more efficient. Axos Advisor Services, a hybrid custodian and financial services company with powerful, integrated custodial and banking solutions, has teamed up with Day Hagan Asset Management to enhance investment management offerings through the Money......
BitPay Adds ApeCoin (APE) and Euro Coin (EUROC), Further Expanding Coin Integrations
Fintech News

Applied Data Finance Builds Out Management Team

Fintech News Desk
by Fintech News Desk0
Disruptive, profitable fintech lender names Sumeet Wadhera and Jeff Andrews to lead capital markets and growth initiatives, respectively Applied Data Finance, LLC (ADF), a leading technology-enabled lender and asset manager, announced that financial services executives Sumeet Wadhera and Jeff Andrews have joined the company’s management team as Chief Capital Officer......
BitPay Adds ApeCoin (APE) and Euro Coin (EUROC), Further Expanding Coin Integrations
Banking News

FNZ Acquires Swiss Private Banking Technology Company New Access to Open Up Wealth Together

Fintech News Desk
by Fintech News Desk0
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg. New Access’ award-winning private banking digital solutions and talent will further enhance FNZ’s transformational full service, end-to-end wealth management platform. FNZ, the global wealth management......
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