Search Results for: Digital Asset Management

MONTAG Wealth Management Announces Move to Cobb County, Georgia
Investment Services News

MONTAG Wealth Management Announces Move to Cobb County, Georgia

Fintech News Desk
Atlanta Wealth Management Firm announces its relocation to Cobb County MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office......
Amazon Web Services Partners with Waton Securities International, Enabling Digital Transformation of Global Brokerage Firms
Fintech News

Amazon Web Services Partners with Waton Securities International, Enabling Digital Transformation of Global Brokerage Firms

Fintech News Desk
In January 2023, Amazon Web Services announced the strategic partnership with Waton Securities International to launch a safe, simple, compliant and robust one-stop FinTech solution, Broker Cloud, for global brokerage firms and financial institutions. Latest Fintech News: Open Banking Market to Hit 131.3 Billion By 2028 Thanks To Rising Preference For......
Architect Announces $5 Million Funding Round to Develop Trading Infrastructure for Global Digital Asset Markets
Digital Asset Management News

Architect Announces $5 Million Funding Round to Develop Trading Infrastructure for Global Digital Asset Markets

Fintech News Desk
Architect Financial Technologies Inc. announced the closing of a $5M pre-product financing round to develop adaptable infrastructure products that enable institutions to trade across centralized and decentralized digital asset markets. Participants in the round include Circle Ventures, Coinbase Ventures, SV Angel, SALT Fund, P2P, Third Kind Venture Capital, and Motivate Venture......
Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering
Fintech Investment Services News

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering

Fintech News Desk
Principal Asset Management has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology. With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to ultimately......
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Analytics Banking Finance News

Open Banking Market to Hit 131.3 Billion By 2028 Thanks To Rising Preference For Digital Payments Globally

Fintech News Desk
The open banking industry is likely to gain traction as more open banking solutions are adopted across the financial services, healthcare, retail, insurance, and education industries. In addition, the growing use of digital payments and mobile wallets, as well as increased consumer awareness of open banking, will drive market growth.......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
SafeGuard Asset Management’s New CORE ONE Fund Seeks to Help Investors Navigate Market Uncertainty
News Risk Management

SafeGuard Asset Management’s New CORE ONE Fund Seeks to Help Investors Navigate Market Uncertainty

Fintech News Desk
Safeguard Asset Management, announced the launch of the SafeGuard CORE ONE Fund. Designed to provide investors with an all-weather strategy for investing through full market cycles, the Fund seeks to deliver capital appreciation in both rising and falling markets, with the goal of minimizing downside volatility. “With market volatility and......
Arch Launches as the First Platform to Provide Single Loans Against Alternative Assets Helping Investors Disadvantaged by Traditional Lending Services
Lending News

Arch Launches as the First Platform to Provide Single Loans Against Alternative Assets Helping Investors Disadvantaged by Traditional Lending Services

Fintech News Desk
Backed by Tribe Capital, Castle Island Ventures, Picus Capital, Global Founders Capital, and more, Arch has completed $250,000 in loans pre-launch Arch, the first lending platform to provide a single loan across combined alternative assets, announces its official launch today. With an increase of individual investors holding their wealth in......
B2B Blockchain News

IPwe Launches Smart Intangible Asset Management–SaaS Solution For IP Valuation, Management, And Transactions

Fintech News Desk
IPwe Inc., a global innovation leader in AI and blockchain-based IP analytics software and services, announced the official launch of its Smart Intangible Asset Management (SIAM) platform today in Davos, Switzerland, during the week of the World Economic Forum. SIAM is a comprehensive SaaS solution—utilizing world-renowned IP datasets from Clarivate and......
Provident Welcomes Scott Hurlbert as Digital Channels Director
Finance Mobile Banking News

Provident Welcomes Scott Hurlbert as Digital Channels Director

Fintech News Desk
Bank strengthens efforts to continue enhancing the digital experience for its customers Provident Bank, a leading New Jersey-based financial institution is pleased to announce that Scott Hurlbert has joined the bank as Senior Vice President, Digital Channels Director with the Information Technology team. Mr. Hurlbert will be based in the......
1