Search Results for: wealth management technology

Apex Fintech Solutions Listed as One of the World’s Most Innovative Tech Solution Providers on FinTech Global’s WealthTech100 List
Finance Fintech News

Apex Fintech Solutions Listed as One of the World’s Most Innovative Tech Solution Providers on FinTech Global’s WealthTech100 List

Fintech News Desk
by Fintech News Desk0
The recognition underscores Apex’s commitment to driving the modernization of the financial services industry Apex Clearing Corporation, the “fintech for fintechs” powering innovation and the future of digital wealth management, announced that it has been named to FinTech Global’s 2021 WealthTech100 list. The prestigious list recognizes the world’s most innovative......
FinTech Automation Named to WealthTech 100 List
Banking Finance News

FinTech Automation Named to WealthTech 100 List

Fintech News Desk
by Fintech News Desk0
FinTech Automation recognized in the 2021 WealthTech 100, a comprehensive list of the most innovative firms worldwide in the financial technology industry FinTech Automation, LLC, a Dallas, Texas-based financial technology firm dedicated to creating WealthTech and banking-as-a-service solutions for small- and mid-sized banks and wealth advisors, has been selected to the......
Objectway in WealthTech100 list of tech companies transforming the global investment and banking industries
Digital Fintech Investments News

Objectway in WealthTech100 List Of Tech Companies Transforming The Global Investment And Banking Industries

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, has been included in the annual WealthTech100 list for the third year in a row. The 2021 WealthTech100 was launched today by specialist research firm FinTech Global. The prestigious list recognises the world’s most innovative tech solution providers addressing the digital......
Prevision.io Launches Pay-As-You-Go AI Management Platform to Make AI Accessible to All Companies
Fintech News Risk Management

PINTEC to Acquire Jishengtai in Expanding Fully Digitized Securities Brokerage and Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Pintec Technology Holdings Limited , a leading independent technology platform enabling financial services in China, announced that it has entered into an agreement to acquire all of the equity interest in Shenzhen Jishengtai Technology Co. Ltd (“JST”), a securities technology firm based in Shenzhen, China.  JST internally designs and fully implements an......
Future Fintech Entered Into Amendment Agreement to Acquire Nice Talent Asset Management
Fintech News

Future Fintech Entered Into Amendment Agreement to Acquire Nice Talent Asset Management

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc., a leading blockchain-based e-commerce business and a fintech service provider, announced today that further to its February 26, 2021 press release, it has entered into an amendment (the “Amendment”) to its Share Exchange Agreement (the “Agreement”) with Joy Rich Enterprises Limited (“Joy Rich“) to acquire 90% of the......
Customer Acquisition
Banking News

Ecobank Transnational Incorporated appoints Tomisin Fashina as Group Executive, Operations & Technology

Fintech News Desk
by Fintech News Desk0
Ecobank Transnational Incorporated (ETI), parent company of the Ecobank Group announces that Tomisin Fashina has been appointed as its new Group Executive for Operations & Technology, a position he will now hold in addition to his existing role of Managing Director of eProcess International. Ecobank Transnational Incorporated (‘ETI’) is the parent......
Kingswood US Launches Digital Alternative Investments Platform
Fintech Investment Services Investments News

Kingswood US Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Fintech News Desk
by Fintech News Desk0
All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection Elevates Financial Advisor Support While Empowering the Delivery of Widest Possible Spectrum of Institutional Quality Investment Solutions to Address Fast-Changing Client Needs Kingswood U.S., a network of wealth management firms that oversees more......
Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio
Business News

Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio

Fintech News Desk
by Fintech News Desk0
The Hambleton Fieler Group joins as Rockefeller’s first private wealth team in Cincinnati Rockefeller Capital Management announced the expansion of its Private Wealth Management platform with the addition of The Hambleton Fieler Group, the firm’s first Ohio-based private wealth team. The team is based in Cincinnati under Division Director Michael......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
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