Search Results for: wealth management technology

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
The Marygold Companies Completes Acquisition of Tiger Financial & Asset Management Limited
Finance Investment Services News

The Marygold Companies Completes Acquisition of Tiger Financial & Asset Management Limited

Fintech News Desk
by Fintech News Desk0
Transaction Enables Company to Expand Financial Services Offerings Throughout the U.K. The Marygold Companies, Inc. announced completion of the previously announced acquisition of Tiger Financial & Asset Management Limited, (“Tiger”) a U.K. based investment adviser, for £1.5 million (approximately US$1.9 million) in cash, plus net current assets estimated to be......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Fintech Funding News

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market

Fintech News Desk
by Fintech News Desk0
CapIntel Announces Partnership with Leading US-Based Asset Management Firm, The Pacific Financial Group CapIntel, a leading financial technology company that improves day-to-day workflow and fund analysis for financial advisors, announced $11.0M USD in Series A financing led by New York-based FinTech Collective, with an additional participation from Fengate Asset Management on behalf of its investor, the......
FTFT Asset Management Business Eligible to Manage Virtual Assets
Digital Payments News

FTFT Asset Management Business Eligible to Manage Virtual Assets

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc. a blockchain application technology developer and fintech service provider, announced that Nice Talent Asset Management Limited its 90%-owned Hong Kong-based asset management company, has become eligible to manage virtual assets under certain conditions and the asset class is below 10% of gross asset value of its......
Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Finance News

Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers

Fintech News Desk
by Fintech News Desk0
Capital Raise to Support Company’s Continued Growth and Expansion Insigneo Financial Group, a fast-growing independent wealth management platform catering to international advisors and clients, announced today that Bain Capital Credit and J.C. Flowers & Co. LLC, with participation from private investors, have agreed to make a significant minority investment of $100 million in......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

Fintech Staff Writer
by Fintech Staff Writer0
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
D.A. Davidson Continues Investment in Technology with Addition of Jonathan Lejuez, Managing Director, to Cover Infrastructure Management and Cyber Security
Banking News Uncategorized

D.A. Davidson Continues Investment in Technology with Addition of Jonathan Lejuez, Managing Director, to Cover Infrastructure Management and Cyber Security

Fintech News Desk
by Fintech News Desk0
D.A. Davidson & Co. announced its continued investment to broaden its Technology Investment Banking Group with the addition of Jonathan Lejuez as Managing Director. Jonathan will focus on serving clients in the infrastructure management software and cyber security sectors and various sub-segments. Latest Fintech News: Digital Asset Liquidity Innovator Tritum Raises......
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