Search Results for: wealth management technology

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
Coinsbit Organizes the Largest Blockchain Conference in History
Blockchain Cryptocurrency News

Coinsbit Organizes the Largest Blockchain Conference in History

Fintech News Desk
by Fintech News Desk0
Coinsbit cryptocurrency exchange organized the largest blockchain conference in the history of such events. The exchange has also announced building a global blockchain marketplace in two month with several stable coins used for payments. Instead of the expected 10,000, almost 14,000 people interested in the industry visited CHAIN 2020. These are record......
David Brainard joins EverQuote as EVP of Engineering, Marketplace
InsurTech News

David Brainard joins EverQuote as EVP of Engineering, Marketplace

Fintech News Desk
by Fintech News Desk0
EverQuote, Inc., a leading online marketplace for insurance shopping in the US, is pleased to announce that David Brainard has joined the company as EVP, Engineering, Marketplace. In this role, Mr. Brainard will serve as the operational leader of marketplace-wide engineering teams and platforms covering advertising, consumer & provider experiences, auctions,......
Temenos’ SaaS Digital Banking Offering Helps US Digital Banks Go Live in 90 Days
Banking Featured Fintech Fintech Startups Insights News Risk Management

Temenos’ SaaS Digital Banking Offering Helps US Digital Banks Go Live in 90 Days

Abhishek Upadhyay
by Abhishek Upadhyay12
Temenos, a leading company that offers a cloud-based platform to provide the banking sector with fund, wealth, and lifecycle management solutions, launched a front-to-back banking SaaS specifically crafted for the US market standards. This unique offering by the banking software firm has pre-integrated U.S. banking products and services that are......
Xceedance Acquires Activer Solutions
Blockchain Business News

Xceedance Acquires Activer Solutions

Fintech News Desk
by Fintech News Desk2
Acquisition Enhances Onshore Insurance Managed Services and Technology Capabilities of Xceedance in North America Xceedance, a global provider of insurance consulting, managed services, technology, data sciences, and blockchain solutions, announced the acquisition of Activer Solutions. Located in Marlborough, Massachusetts, USA, Activer Solutions specializes in insurance operations and technology services for......
Leading Decentralized Investment Banking Group - Coinstreet Partners, Awarded Asia Futurist Leadership Award
Banking Fintech News

Leading Decentralized Investment Banking Group – Coinstreet Partners, Awarded Asia Futurist Leadership Award

Fintech News Desk
by Fintech News Desk0
The Asia Futurist Leadership Award in the category of High Flyer Award – Outstanding Deal Originator In Asia was awarded to Coinstreet Partners by the Association of Family Offices in Asia, the Association of Private Bankers in Greater China and the Women In Leadership Association at the Asia Futurist Leadership Summit, held in Hong Kong during International Financial Week. Asia Futurist......
Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin
Fintech Funding News

Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin

Fintech News Desk
by Fintech News Desk0
Equiteq, the Leading M&A Advisory Firm for Companies in the Knowledge Economy, Is Pleased to Announce That It Has Advised Choice Financial Solutions (“Choice FS”), a Leading US and European Fintech Firm Focused on Consumer Deposit Automation, on Its Sale to Raisin, a Pan-European Wealth Management Fintech Firm. Launched in......
Confluence Appoints Annabel Giles as Chief Human Resource Officer
Business Fintech News

Confluence Appoints Annabel Giles as Chief Human Resource Officer

Fintech News Desk
by Fintech News Desk0
The New CHRO Will Develop and Execute a People Strategy to Support Confluence’s Next Phase of Growth Following the Firm’s 2019 Acquisition of StatPro. Confluence Technologies, Inc., a global technology solutions provider delivering innovative products to the worldwide money management industry, announced the appointment of Annabel Giles to the newly......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
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