Search Results for: portfolio management

Mudrex Launches ‘Coin Sets’; A Mutual Fund-Like Investment Product in Crypto for Retail Investors Across the World
Cryptocurrency DeFi Digital Asset Management Investments

Mudrex Launches ‘Coin Sets’; A Mutual Fund-Like Investment Product in Crypto for Retail Investors Across the World

Fintech News Desk
by Fintech News Desk0
Y Combinator and Nexus VP-backed Mudrex, a global crypto asset management platform launches ‘Coin Sets’. Through Coin Sets, for the first time, retail investors will get the ability to invest in a variety of Mutual fund style crypto investment products, earlier only accessible to the HNIs and institutions. With this product, Mudrex......
Modern Healthcare Launches Digital Health Business & Technology To Serve The Entire Digital Health Ecosystem
Fintech Investments News

Modern Healthcare Launches Digital Health Business & Technology To Serve The Entire Digital Health Ecosystem

Fintech News Desk
by Fintech News Desk0
New brand to deliver news, data, insights and analysis for digital healthcare providers, payers, investors and suppliers Modern Healthcare, a Crain Communications brand, is pleased to announce the launch of Digital Health Business & Technology, a digital media brand that covers the latest news, data and insights on all aspects......
Launching DhanLAP, India's First Intelligent Digital Platform For Loan Against Mutual Funds
Digital Fintech News

Launching DhanLAP, India’s First Intelligent Digital Platform For Loan Against Mutual Funds

Fintech News Desk
by Fintech News Desk0
Fintech start-up Ark Neo launches DhanLAP, an end-to-end digital platform for instantly availing loans against financial products including mutual funds, shares, insurance, for retail investors. Developed by a team with over 100 man years of experience in digital retail financial products, DhanLAP is a first-of-its-kind comprehensive digital platform in the country to......
Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark
Investment Services Investments News

Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark

Fintech News Desk
by Fintech News Desk0
* #1 wealth manager in the mass affluent & emerging HNI segment. * Partnered with 50+ family offices and wealth managers * UAE is the fourth country of expansion after Singapore, Hong Kong & India * Building a comprehensive wealth management suite for banks & wealth managers * Top investor profiles......
U.S. Bank Names Troy Remington as Chief Credit Officer
Banking News Risk Management

U.S. Bank Names Troy Remington as Chief Credit Officer

Fintech News Desk
by Fintech News Desk0
U.S. Bank announced that it has named Troy Remington as chief credit officer. Remington has been serving as interim chief credit officer since early August, when the former chief credit officer accepted a new leadership role within the company. Remington will report to Jodi Richard, U.S. Bank’s chief risk officer.......
This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire
Investments News

This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire

Fintech News Desk
by Fintech News Desk0
In March of 2020 as the Covid-19 pandemic swept through New York City, Pascal Cevaer-Corey, Pave Finance’s co-founder and CEO, was becoming increasingly concerned about wealth inequality. “Pave’s investment technology used to be reserved for the ultra-wealthy,” said Pascal Cevaer-Corey, CEO of @Pavefinance. “That’s why when we say have your money......
Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Fintech News

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors

Fintech News Desk
by Fintech News Desk0
FeeX technology allows advisors to manage clients’ held-away retirement accounts, deepening their impact across clients’ entire financial picture Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage......
Vectra Bank Welcomes New Municipal Finance Relationship Manager
Banking News

Vectra Bank Welcomes New Municipal Finance Relationship Manager

Fintech News Desk
by Fintech News Desk0
Vectra Bank Colorado is pleased to welcome Ryan Morrill to the municipal finance team. Morrill will be filling the role of Municipal Finance Relationship Manager, serving Vectra Bank’s footprint across Colorado and New Mexico. Morrill will collaborate with governmental entities, municipal advisers, bond attorneys, trustees and governmental associations to identify, structure and fund tax-exempt and......
Acorns Hires First Chief Investment Officer To Empower Customers To Evolve From Passive Investors to Active Participants
Fintech News

Acorns Hires First Chief Investment Officer To Empower Customers To Evolve From Passive Investors to Active Participants

Fintech News Desk
by Fintech News Desk0
Acorns Grow Incorporated (“Acorns”), the investing app that has helped its customers invest more than $9.6 billion, has appointed seasoned investment manager, Seth Wunder, CFA, as its first Chief Investment Officer (CIO) ahead of its expected public listing. Wunder joins Acorns with a proven track record as an entrepreneur and established portfolio......
Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services
Fintech News

Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services

Fintech News Desk
by Fintech News Desk0
Acquisition of Gainfully accelerates transition to full spectrum marketing White Glove, a portfolio company of Rockbridge Growth Equity and fintech marketing company specializing in client acquisition services for financial advisors, announced the acquisition of Gainfully Inc., an industry leader in compliance-enabled content marketing technology for enterprise insurance and financial services......
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