Search Results for: WealthTech Suite

Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Investment Services Investments News

Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Fintech News Desk
by Fintech News Desk0
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian’s offerings via customized technology and solutions powered by iCapital. Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the......
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......
Dacxi Chain Crowd-Funding Tokenization Technology Poised to Usher in the Era of Crypto 4.0
Blockchain Digital Payments Fintech Investments News

Dacxi Chain Crowd-Funding Tokenization Technology Poised to Usher in the Era of Crypto 4.0

Fintech News Desk
by Fintech News Desk0
Global WealthTech Company, Dacxi, is leading the charge in Crypto 4.0 with the development of the Dacxi Chain, a brand new global tokenized crowd-funding system, designed to close the innovation-funding gap. “Crowd-funding as we know it is over a decade old, and has some fundamental flaws,” says Ian Lowe, CEO......
William D. Green Joins Advisor360° Board of Directors
Banking Fintech News

Chris Ollendike Joins Advisor360° as SVP, Head of Sales

Fintech News Desk
by Fintech News Desk0
Advisor360°, provider of an integrated suite of productivity tools for advisors, clients, and broker-dealers, announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with the leadership team, Mr. Ollendike will develop the partner ecosystem and acquire new broker-dealer clients. Read More: Antier Solutions launches......
Generali and the APICIL Group Acquire a Stake in IZNES
Business Fintech InsurTech News

Generali and the APICIL Group Acquire a Stake in IZNES

Fintech News Desk
by Fintech News Desk0
Created in 2017 by a consortium of six management companies, IZNES is now backed by two new renowned investors: Generali and the APICIL Group, via its dedicated fund Insurtech Capital. They become respectively the first insurer and the first social protection group to enter IZNES capital. This strategic partnership accelerates......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Business Fintech Investment Services News

First Rate Selects FinMason to Deliver Third-Party ESG Data

Fintech News Desk
by Fintech News Desk0
FinMason will Redistribute OWL Analytics’ ESG data via Proprietary API FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by First Rate, a leading provider of financial service solutions to the wealth management industry, to deliver ESG data from OWL......
Bolster Expands Executive Leadership With Appointment of Young-Sae Song as CMO
Fintech News

Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman

Fintech News Desk
by Fintech News Desk0
Key additions enhance continued ability to provide software that increases advisors’ efficiency, builds stronger client relationships Bridge Financial Technology, the leading provider of wealth and asset management software and infrastructure, has strengthened its senior leadership team and named financial services veteran Christopher Haley as Chairman of its Board of Directors.......
Xignite Wins Best Real-Time Market Data Initiative at Inside Market Data & Inside Reference Data Awards
Fintech News

Xignite Wins Best Real-Time Market Data Initiative at Inside Market Data & Inside Reference Data Awards

Fintech News Desk
by Fintech News Desk0
Firm recognized for collaboration with SoFi, which resulted in a significant spike in engagement on new SoFi Invest platform Xignite, Inc., a provider of market data distribution and management solutions for financial services and technology companies, today announced it won the Best Real-Time Market Data Initiative at the Inside Market Data......
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