Search Results for: financial success

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley
Finance News

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley

Fintech News Desk
by Fintech News Desk0
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients Insigneo, a leading international wealth management firm, is pleased to announce the affiliation of Angel L. Colina II as Managing Director, Financial Advisor along with Stephanie M. Cabrera, Senior Registered Client Associate.......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
HeightZero and CoinDesk Indices Partner to Bring Index-Based Digital Asset Exposure to Financial Advisors
Digital Asset Management News

HeightZero and CoinDesk Indices Partner to Bring Index-Based Digital Asset Exposure to Financial Advisors

Fintech News Desk
by Fintech News Desk0
Launch of large-cap offering provides efficient, simplified access to the crypto ecosystem HeightZero, a cutting-edge turnkey digital asset management platform (TDAMP), announced the availability of the CoinDesk Large Cap Select Index (DLCS) within their offering. The DLCS index will allow investment advisors, an industry with over $128T in managed assets......
Brankas Selected by Arab Financial Services to Strengthen the Open Finance Infrastructure in MENA
Digital Payments News

Brankas Selected by Arab Financial Services to Strengthen the Open Finance Infrastructure in MENA

Fintech News Desk
by Fintech News Desk0
Brankas, a Singapore-based fintech, announced that it has been appointed by Arab Financial Services (AFS), the leading digital payment solutions provider and fintech enabler in the Middle East and Africa, to provide new and improved open finance infrastructure in the region. Brankas is a leading open finance technology company with an established network......
VSS Capital Partners Completes Successful Exit from GreenSlate
Investment Services News

VSS Capital Partners Completes Successful Exit from GreenSlate

Fintech News Desk
by Fintech News Desk0
GreenSlate’s Technology and Innovative Approach will continue to Transform Accounting, Payroll, Benefits and Tax Management for Entertainment Industry VSS Capital Partners, a private investment firm that targets the healthcare, education, and tech-enabled business services industries, announced that it has realized its investment in GreenSlate Holdings, LLC, a leading cloud-based provider......
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......
Leading Financial Services Companies Turn to Lattice to Drive Workforce Effectiveness and Business Performance
Finance News

Leading Financial Services Companies Turn to Lattice to Drive Workforce Effectiveness and Business Performance

Fintech News Desk
by Fintech News Desk0
More than 400  banks, credit unions, and insurance companies now leveraging the Lattice people management platform to ensure employees are aligned, effective, and engaged Lattice, the leading provider of people management software that empowers company leaders to build engaged and high-performing teams that drive business success, announced significant momentum and......
Platform Pay Offers Useful Tips for Secure and Successful Shopping in 2023
E-commerce News

Platform Pay Offers Useful Tips for Secure and Successful Shopping in 2023

Fintech News Desk
by Fintech News Desk0
Platform Pay (PlatformPay.io): A Leader in Billing and BPO Solutions, Gives Tips for Successful and Secure Online Shopping As the world has returned more to normal post-pandemic, the bump in online sales has continued to increase worldwide. However, with the rise of digital shopping, there are also unique security risks......
Nycole Freer Launches Eden Financial
Finance News

Nycole Freer Launches Eden Financial

Fintech News Desk
by Fintech News Desk0
Certified Financial Planner, Entrepreneur and Emerging Author Nycole Freer celebrates the New Year by announcing the opening of her financial planning practice, Eden Financial After serving young entrepreneurs, families, women and children with their financial planning needs for over a decade, Nycole Freer decided to double down on her commitment to educating......
Grove Point Financial Brings on Forward Financial
Investment Services News

Grove Point Financial Brings on Forward Financial

Fintech News Desk
by Fintech News Desk0
Baltimore firm joins Grove Point to benefit from open-architecture platform, greater investment options and enhanced marketing tools Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Forward Financial, a Baltimore-based firm managing $34 million in assets. “As an experienced financial professional, Aaron is committed to......
1