Search Results for: wealth management technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
by Fintech News Desk0
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
Wealthy Investors Picking NFTs to Diversify and Grow their Investment Mix in 2022
Digital Digital Asset Management Featured Recommended

Wealthy Investors Picking NFTs to Diversify and Grow their Investment Mix in 2022

Sudipto Ghosh
by Sudipto Ghosh0
Investment mix of 2022 would look very different from what it used to, in 2015. In the last 6- years, wealthy investors have been driving the digital products and services industries with their exceptional appetite and competitiveness compared to laggards. Since the arrival of digital currencies and crypto assets, investors are......
OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance Fintech News

OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
OneVest, an embedded wealth management platform serving fintechs, digital banks and financial institutions, announced that it has secured $5M in venture financing to expand the team, grow sales and drive product development. “Our mission is to make investing more accessible to everyone, and available anytime, anywhere and through any channel.”......
Rewire Partners With Paysafe to Drive Financial Inclusion for Migrants Through Cash Management
Digital Payments Finance News

Rewire Partners With Paysafe to Drive Financial Inclusion for Migrants Through Cash Management

Fintech News Desk
by Fintech News Desk0
Leveraging Paysafe’s eCash solution Paysafecash, Rewire is set to provide financial services to cash-reliant migrant communities across 17 European countries Rewire, a cross-border financial services platform tailored to the unique needs of migrant workers from developing countries in Asia and Africa, has partnered with leading specialised payments platform, Paysafe  to enable......
Fintech Elevate Wealth Management, AMCAP Expands Intelligent Developments
Finance Investments News

Fintech Elevate Wealth Management, AMCAP Expands Intelligent Developments

Fintech News Desk
by Fintech News Desk0
AMCAP Group has a globally synchronized intelligent financial management service mechanism AMCAP, a well-known wealth management institution, has made frequent new moves. Recently, it once again announced to the market the introduction of intelligent loss reduction and gain scheme, which gained wide attention. China’s wealth management market has become the......
Banking Infrastructure Needs to Evolve and Adapt Blockchain Technology: Raj Chowdhury
Blockchain News

Banking Infrastructure Needs to Evolve and Adapt Blockchain Technology: Raj Chowdhury

Fintech News Desk
by Fintech News Desk0
Conventional banking infrastructure needs significant upgrades, and blockchain is the best solution, says the HashCash CEO HashCash CEO and eminent blockchain pioneer Raj Chowdhury expressed his views on the need for an upgrade in existing banking infrastructure to keep pace with the rapid fintech progress, presenting a strong point for blockchain incorporation across......
Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets
Fintech News

Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets

Fintech News Desk
by Fintech News Desk0
Integration paves way for Morningstar Office users to securely and compliantly trade and manage 401(k)s and other accounts Financial technology company Pontera, formerly known as FeeX, announced that it had entered into an integration agreement with Morningstar, Inc. to enable financial advisors who use the company’s Morningstar Officesm software product to household......
National Wealth Management to Join Cary Street Partners
Investment Services News

National Wealth Management to Join Cary Street Partners

Fintech News Desk
by Fintech News Desk0
Further Expands Cary Street Partners’ New Jersey Presence Cary Street Partners announced the firm has acquired Florham Park, NJ based National Wealth Management, an SEC Registered Investment Adviser. Founded in 2005, National Wealth Management provides high net worth individuals and families with comprehensive fee- based financial planning and wealth management......
DriveWealth Hires Former Google, PayPal Executives to Help Democratize Global Investing
Commerce Fintech News

DriveWealth Hires Former Google, PayPal Executives to Help Democratize Global Investing

Fintech News Desk
by Fintech News Desk0
Strategic new hires will help global fintech pioneer drive its mission of expanding access to investing worldwide DriveWealth, LLC, a pioneer in fractional investing and embedded finance, announced the appointment of Gayathri Rajan as Chief Product Officer (CPO), and Harshal Deo as Chief Technology Officer (CTO). Rajan and Deo will......
Commonwealth Financial Network Selects Xtiva for Enterprise-wide SPM Technology Solution
Finance News

Commonwealth Financial Network Selects Xtiva for Enterprise-wide SPM Technology Solution

Fintech News Desk
by Fintech News Desk0
Rollout will occur over the next year as Commonwealth continues to enhance the tools used to support its more than 2,000 affiliated advisors Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Commonwealth Financial Network, a national firm dedicated to......
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