Search Results for: asset and wealth management

Tegra118 Welcomes Tito Singh as Chief Revenue Officer
Fintech Investment Services News

Tegra118 Welcomes Tito Singh as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Financial services and technology executive to lead global sales and business development Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions, recently acquired by Motive Partners Company, a specialist private equity firm, announced the appointment of Tito Singh as Chief Revenue Officer. In his......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Fintech News Desk
by Fintech News Desk0
Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
One Touch Video Banking Launches New Release 5.0
Business Fintech News

SS&C Technologies to Acquire Innovest Systems

Fintech News Desk
by Fintech News Desk0
Strategic acquisition will complement SS&C services for trust companies SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced it has entered into a definitive agreement to acquire Innovest Systems for a total consideration of $120 million. New York-based Innovest builds systems for trust accounting, payments and unique asset servicing on modern, web-based technology. The purchase......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Trellis Software Announces a Partnership With Clearlist
Capital Markets Fintech Investment Services News

Trellis Software Announces a Partnership With Clearlist

Fintech News Desk
by Fintech News Desk0
Trellis Software Inc., a Boston-based company that helps issuers and fiduciaries navigate the time-consuming and cumbersome private investment process with its innovative digital platform, announced today that it has partnered with ClearList. ClearList is a digital trading platform created to transform price discovery of private company securities and provide liquidity for......
Openinvest Closes $10.5 Million Series a1 Strategic Financing Round
Fintech Investment Services News Uncategorized

Openinvest Closes $10.5 Million Series a1 Strategic Financing Round

Fintech News Desk
by Fintech News Desk0
OpenInvest, the tech-enabled asset manager that provides customization, direct indexing, and ESG investing at scale, announced it has completed a $10.5 million Series A1 round of strategic financing. QED Investors led the investment round with participation from existing investor SystemIQ and two additional investors: Resolute Investment Managers and ABN AMRO......
Midwest BankCentre Honored as Celent’s Model Bank 2020 for Community Banking Transformation
Banking Fintech News

Midwest BankCentre Honored as Celent’s Model Bank 2020 for Community Banking Transformation

Fintech News Desk
by Fintech News Desk0
Rising Bank Raised Over $130 Million in 2019 Deposits with MANTL-Powered Tool After just a year of operating its digital-only banking brand, Midwest BankCentre has been named Celent’s Model Bank 2020 for Community Banking Transformation. Founded in 1906, Midwest BankCentre is St. Louis’ second largest locally owned bank with assets exceeding $2 billion......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Capital Markets Fintech News

Addepar Introduces Pricing Assurance Program to Support RIAs

Fintech News Desk
by Fintech News Desk0
Addepar Assurance offers pricing credit to RIAs amid market volatility Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar’s platform during challenging market conditions. The program provides credit for new clients to offset......
Fintech Fintech Funding News

Resolute Capital Partners Announces Investment in PLUM® Lending through its Technology Fund

Fintech News Desk
by Fintech News Desk0
Investors in Financial Services-, Healthcare- and Regulatory-Focused Technology Companies Resolute Capital Partners (“RCP”), announced today the company has joined Elliott Management, a hedge fund manager, and Soft Bank, a  high-tech funding firm, by investing alongside them in PLUM® Lending (“PLUM”). Earlier this month, RCP completed a $2 million equity investment in PLUM......
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