Search Results for: Wealth management

Digital Payments Finance Fintech Guest Posts Investments

Defining Wealth For A New Generation

Theo Paraskevopoulos
by Theo Paraskevopoulos0
By Theo Paraskevopoulos, CEO and Founder of wealth tech startup, Invessed Between the rising cost of living, inflationary pressures, and ongoing uncertainty in the broader economy, individuals across the UK have reason to be increasingly concerned about their financial well-being and how they manage assets and wealth. In challenging times, the......
VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
by Business Wire0
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
DriveWealth Announces New Executive Hires Across Product and Operations Teams
Finance Fintech News

DriveWealth Announces New Executive Hires Across Product and Operations Teams

Business Wire
by Business Wire0
Former Morgan Stanley leaders Kyla Murphy and Lauren Veisz bring specialized expertise and deep industry experience to the DriveWealth team DriveWealth, a leading financial technology platform providing Brokerage-as-a-Service, announced today the hiring of two new executives: Kyla Murphy, as Chief Product Officer and Lauren Veisz as Head of Operations. In......
Wealthfront Launches First-Ever Automated Bond Ladder to Help Investors Earn More From Highest Yields in 15 Years
Fintech News

Wealthfront Launches First-Ever Automated Bond Ladder to Help Investors Earn More From Highest Yields in 15 Years

PR Newswire
by PR Newswire0
The company’s latest offering is a low-risk way to maximize interest with more tax efficiency than a savings account or CD. Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, announced a first-of-its-kind Automated Bond Ladder that revolutionizes how investors use US Treasuries to maximize interest on their......
OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ
Fintech News

OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ

Business Wire
by Business Wire0
OneVest, a cutting-edge wealth management technology company, is pleased to announce the addition of several key sales executives to its rapidly expanding team. These strategic hires underscore OneVest’s commitment to driving growth and expanding its market presence across North America. “Their collective expertise and dedication will play a pivotal role......
Bump Raises $3 Million in Seed Funding to Help Creators Maximize Their Wealth-Creating Opportunities
Fintech News

Bump Raises $3 Million in Seed Funding to Help Creators Maximize Their Wealth-Creating Opportunities

PR Newswire
by PR Newswire0
Wealthtech and Fintech platform built exclusively for creators to help realize undiscovered revenue opportunities and understand their market value Bump, the wealthtech and financing platform for creators, announced that it has raised $3 million in seed funding. Investors in the round include Impact X Capital, Capitalize VC, Serac Ventures, Tristan Walker’s Heirloom Ventures,......
iCapital®-and-Bain-Capital-Credit-Partner-to-Expand-Wealth-Managers’-Access-to-Alternative-Investments
Finance Fintech News

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

Fintech News Desk
by Fintech News Desk0
Through this partnership, advisors gain increased operational efficiency by accessing select Bain Capital Credit products via the customized Bain Capital-branded platform powered by iCapital and on iCapital Marketplace. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership with Bain Capital......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform
Blockchain News

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform

PR Newswire
by PR Newswire0
Lockchain.ai’s SaaS platform provides always-on due diligence and risk monitoring for asset managers and traders seeking real-time security status of the assets they trade. Lockchain.ai, the AI-powered Blockchain Risk Management platform, has announced its official launch from stealth to bring automated risk management solutions to traders, investors, and fund managers......
J.P.-Morgan-Wealth-Plan-Helps-Chase-Customers-Create-1-Million-Plans
Finance Fintech News

J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans

Fintech News Desk
by Fintech News Desk0
With Wealth Plan, users can set and track short-term goals, like a vacation, and long-term goals, such as buying a home or retirement, in real-time and get personalized step-by-step guidance and insights. J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans. The tool......
1