Search Results for: wealth management technology

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company
Investments News

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

Fintech News Desk
by Fintech News Desk0
Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has received a strategic minority investment from Kelso & Company (Kelso), a North American-focused middle-market private investment firm. Savant CEO and founder Brent Brodeski will retain full control of the company and......
J.P. Morgan Asset Management Launches New Guide to the Markets Mobile-Based Augmented Reality (AR) Experience
Fintech News

J.P. Morgan Asset Management Launches New Guide to the Markets Mobile-Based Augmented Reality (AR) Experience

Fintech News Desk
by Fintech News Desk0
Developed in collaboration with Coffee Labs, the smartphone and tablet-enabled platform offers clients a new way to access interactive analysis on major economic themes impacting markets and investors  J.P. Morgan Asset Management announced the launch of the award-winning Guide to the Markets which includes a mobile-based augmented reality (AR) experience, offering clients......
Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings
Fintech Investment Services News

Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings

Fintech News Desk
by Fintech News Desk0
Silver’s extensive regulatory cost basis & tax reporting capabilities and other data management solutions will be integrated into the Apex platform and available as independent SaaS offerings Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a......
HashCash Provides Asset Management Technology to Hong Kong-based Investment Firm
Blockchain Fintech Investments News

HashCash Provides Asset Management Technology to Hong Kong-based Investment Firm

Fintech News Desk
by Fintech News Desk0
HashCash Consultants builds blockchain-powered Asset Management solutions for a Hong Kong-based investment company US-based blockchain consultant company HashCash Consultants announces a partnership venture with a Hong Kong-based brokerage firm. HashCash pronounces, blockchain implementation in a number of pragmatic ways within the wealth and asset management bracket. The highly flexible blockchain technology enables the client......
Douugh Launches Integrated Commission-free Wealth Management Service
Fintech News

Douugh Launches Integrated Commission-free Wealth Management Service

Fintech News Desk
by Fintech News Desk0
Diversified portfolios managed by experts for investing towards your long-term financial goals – helping you grow your money and improve your financial health. Douugh, the purpose-led fintech company on a mission to help Americans autonomously manage and grow their money to live financially healthier lives, announced the launch of Douugh......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
Marstone Continues Digital Wealth Management Platform Expansion Through Partnership with Nymbus
Banking Digital Fintech News

Marstone Continues Digital Wealth Management Platform Expansion Through Partnership with Nymbus

Fintech News Desk
by Fintech News Desk0
Combined effort further supports financial institutions with best-in-breed digital banking products and services Marstone, Inc., a leading digital wealth technology firm, today announced it is partnering with banking technology solutions provider Nymbus. The collaboration brings together Marstone’s relentless focus of promoting financial health and literacy with Nymbus’ mission of accelerating growth......
Future Fintech Announces Closing of Nice Talent Asset Management Acquisition and Pending Acquisitions Update
Fintech News

Future Fintech Announces Closing of Nice Talent Asset Management Acquisition and Pending Acquisitions Update

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc., a leading blockchain-based e-commerce business and a fintech service provider, announced that on August 6, 2021, the Company closed its acquisition of 90% of the issued and outstanding shares of Nice Talent Asset Management Limited (“NTAM”), a Hong Kong-based asset management company, from Joy Rich Enterprises Limited (“Joy Rich“). As......
WSTA and Nemertes Announce Executive TechTalks for Financial Technology and Business Professionals
Fintech News

WSTA and Nemertes Announce Executive TechTalks for Financial Technology and Business Professionals

Fintech News Desk
by Fintech News Desk0
The Wall Street Technology Association (WSTA®) and Nemertes are pleased to announce a new on-demand video series, Executive TechTalks. In this new offering, FinServ executives, from some of the world’s top financial firms, discuss their technology tribulations and triumphs around six industry relevant and timely topics targeted to the financial......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
1