Search Results for: wealth manager

NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
Fintech Investment Services News

NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager

Business Wire
by Business Wire0
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced that Gregory Pool has joined its growing Miami office. Latest Fintech Interview: Global Fintech Interview with Paul......
SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers
Finance News

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers

Fintech News Desk
by Fintech News Desk0
A collaboration between William Blair and InvestCloud, SYSTM draws on advisory expertise bringing its premier technology and service offering to the wealth management industry SYSTM Wealth Solutions, a comprehensive cloud-based wealth ecosystem built for the financial industry by the industry, announced its platform is live for financial advisors and asset......
Gemini Acquires BITRIA, Unlocking the Digital Asset Ecosystem For Wealth and Asset Managers
Digital Asset Management News

Gemini Acquires BITRIA, Unlocking the Digital Asset Ecosystem For Wealth and Asset Managers

Fintech News Desk
by Fintech News Desk0
Integration Creates First Full-Service Digital Asset Custodian for Advisors Gemini announced the acquisition of BITRIA, formerly Blockchange Inc., a digital asset portfolio management platform with a rich feature set designed for wealth and asset managers. The integration of BITRIA’s technology with Gemini’s custody and exchange capabilities provides advisors with access......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Business Fintech News

Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, today announced the launch of Charles River Wealth Hub (Wealth Hub), a communications platform that connects managed account program sponsors and their asset manager distribution partners through a secure network environment. Wealth Hub is delivered as a cloud-based service using Microsoft® Azure. Read......
BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management
Fintech News

BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

Fintech News Desk
by Fintech News Desk0
 BNY Mellon Wealth Management has appointed Lynne Sawyer as Senior Group Manager, Deposit Product Management. In this newly created role, she will drive deposit growth and support the enhancement of deposit products. Lynne will report to Rick Calero, Head of Banking and Lending for Wealth Management. Read More: Four Benefits of Buy Now......
BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake
Finance Fintech News

BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake

PR Newswire
by PR Newswire0
New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has announced the launch of DataXChange, a new data architecture that operates on Snowflake’s AI Data......
AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management
Artificial Intelligence Finance Fintech News Risk Management

AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management

Business Wire
by Business Wire0
Artificial Intelligence Risk, Inc. (AI Risk), a leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software, today announced a strategic partnership with Fynancial, a leading social financial platform for the wealth management industry. Through this collaboration, Fynancial will integrate AI Risk’s proprietary AIR-GPT technology into its platform, providing......
GTN appoints Ahmad Abouardini, Saxo Bank veteran, as new Middle East Relationship Manager
Finance Fintech News

GTN appoints Ahmad Abouardini, Saxo Bank veteran, as new Middle East Relationship Manager

PR Newswire
by PR Newswire0
GTN, a global fintech redefining investing and trading for all, is pleased to announce the appointment of Ahmad Abouardini as Middle East Relationship Manager. Ahmad, a seasoned professional with over eight years at Saxo Bank overseeing strategic relationships and platform sales in the Middle East, brings a wealth of experience in trading platforms, investment banking, and asset......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
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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......
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