Search Results for: portfolio management

Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services
Banking News

Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services

Fintech News Desk
by Fintech News Desk0
Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations Temenos, the cloud banking platform, announced that Mirabaud, the Swiss private bank, has selected Temenos to move from a traditional on-premise system to a digital end-to-end wealth management platform on Temenos Banking Cloud. With the......
Horizon Technology Finance Management Expands Operations and Investment Teams
Investment Services News

Horizon Technology Finance Management Expands Operations and Investment Teams

Fintech News Desk
by Fintech News Desk0
Horizon Technology Finance Management LLC, a registered investment adviser that underwrites and manages secured loans made to companies in the technology, life science, healthcare information and services, and sustainability industries, and the manager and adviser for Horizon Technology Finance Corporation, announced that it has added six professionals across its operations,......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
HOAM Ventures Adds TownSq To Fast-Growing PropTech Portfolio
Investment Services News

HOAM Ventures Adds TownSq To Fast-Growing PropTech Portfolio

Fintech News Desk
by Fintech News Desk0
TownSq Acquisition Solidifies HOAM Ventures Expanded PropTech Footprint in Managed Community Sector HOAM Ventures, an independently operated investment firm specializing in PropTech and real estate technology, has acquired TownSq, the community management industry’s leading technology provider of global community living solutions. TownSq offers “Enterprise Level” community management services designed to......
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.”......
Ex-Fed Risk Specialist Michael Shing joins XREX as Director of Risk Management
Fintech News Risk Management

Ex-Fed Risk Specialist Michael Shing Joins XREX as Director of Risk Management

Fintech News Desk
by Fintech News Desk0
Blockchain neo fintech company XREX Inc. announced that Michael Shing onboards as its Director of Risk Management. Shing spent more than a decade with the Federal Reserve branches in San Francisco and New York, first as an analyst then a senior risk specialist. Prior to his time with the Fed, Shing held......
Fyle Launches Real-Time Spend Management on Visa Credit Cards
Fintech News

Fyle Launches Real-Time Spend Management on Visa Credit Cards

Fintech News Desk
by Fintech News Desk0
Fyle Inc announced the launch of a real-time spend management solution for customers using corporate and small business cards in the US, starting with Visa. Fyle will be one of the first spend management platforms to offer direct, and real-time transaction feeds to users of any Visa-powered credit card, with......
Veritone Launches Veriverse, a Portfolio of Integrated AI Solutions for Content IP Owners
Artificial Intelligence Digital News

Veritone Launches Veriverse, a Portfolio of Integrated AI Solutions for Content IP Owners

Fintech News Desk
by Fintech News Desk0
Veriverse to empower customers, rights holders and influencers with the ability to leverage metaverse-ready solutions to create new revenue channels at scale Veritone, Inc., creator of aiWARE, a hyper-expansive enterprise AI platform, announced the launch of a series of proven AI solutions to open up new distribution, commerce, and revenue......
GreenBox Purchases Sky Financial Securing Estimated $1 Billion Processing Portfolio
Fintech News

GreenBox Purchases Sky Financial Securing Estimated $1 Billion Processing Portfolio

Fintech News Desk
by Fintech News Desk0
Acquisition Brings Large Processing Volume Portfolio In-House, Enhancing Margins and Creating Additional Revenue Generating Opportunities GreenBox POS, an emerging and rapidly growing Fintech company announced it has entered into and closed on an asset purchase agreement with Sky Financial & Intelligence to purchase a portfolio of merchant accounts for $16 million in cash and 500,000 restricted common shares. The......
Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio
Cryptocurrency News

Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio

Fintech News Desk
by Fintech News Desk0
Houston based Freedom Day Solutions already made headlines with its revolutionary retirement planning strategies and Freedom Day Dividend ETF (MBOX). Now, Freedom Day Solutions is announcing the launch of FDCA, the first privately managed Crypto Asset Portfolio. The first portfolio of its kind, and actively managed in-house, FDCA brings the......
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