Search Results for: wealth manager

Gridline Launches to Bring Next-Level Access to Private Market Investments
Investment Services News

Gridline Launches to Bring Next-Level Access to Private Market Investments

Fintech News Desk
by Fintech News Desk0
With alternative investment AUM projected to eclipse $17 trillion by 2025, new digital wealth platform offers direct access for high-net-worth investors, RIAs and family offices Today’s launch of Gridline’s alternative asset marketplace revolutionizes access to private market investing, providing greater opportunity for individual investors and wealth managers to invest in top-tier......
LIBRA Insurance Partners Welcomes Jonathan Jacobs As Senior Vice President of Business Development
InsurTech News

LIBRA Insurance Partners Welcomes Jonathan Jacobs As Senior Vice President of Business Development

Fintech News Desk
by Fintech News Desk0
Industry veteran brings 30+ years of success in wealth management to new role LIBRA Insurance Partners, one of the nation’s largest insurance marketing organizations, announces Jonathan Jacobs as new Senior Vice President of Business Development. In this new role, Jacobs will lead a team of relationship directors and interface with the distribution......
Bipsync and Canoe Intelligence Team to Streamline Collection and Categorization of Investment Documents
Finance Investment Services News

Bipsync and Canoe Intelligence Team to Streamline Collection and Categorization of Investment Documents

Fintech News Desk
by Fintech News Desk0
The collaboration between Bipsync and Canoe streamlines and automates the investment document collection and categorization processes for clients and delivers superior content management for investors to make more informed investment decisions The best-of-breed RMS provider, Bipsync, partners with Canoe Intelligence, a financial technology company redefining data management processes for alternative investors......
Grayscale Investments Launches First ETF: Grayscale Future of Finance ETF
Finance Investment Services News

Grayscale Investments Launches First ETF: Grayscale Future of Finance ETF

Fintech News Desk
by Fintech News Desk0
Grayscale’s first ETF product tracks Bloomberg Grayscale Future of Finance Index and selects U.S. Bank as Service Provider Grayscale Investments, the world’s largest digital currency asset manager, announced that it has launched its first ETF, Grayscale Future of Finance ETF , the first equity ETF to track the investment performance......
Dr. William Tien, CEO of Axis Technologies Group, Inc. Invited as Keynote Speaker At the 2022 Global Investors Summit on Digital Assets in Puerto Rico
Digital Asset Management Investment Services News

Dr. William Tien, CEO of Axis Technologies Group, Inc. Invited as Keynote Speaker At the 2022 Global Investors Summit on Digital Assets in Puerto Rico

Fintech News Desk
by Fintech News Desk0
AXIS TECHNOLOGIES GROUP, INC., a holding company that promotes decentralized finance businesses and supports the development of blockchain and decentralized finance (DeFi) projects, is thrilled to announce that the Company’s CEO, William Tien, has been invited to be a keynote speaker at the upcoming Global Investor Summit on Digital Assets......
iCapital Network Announces Latest Funding Round Led by WestCap
Finance News

iCapital Network Announces Latest Funding Round Led by WestCap

Fintech News Desk
by Fintech News Desk0
New investor Apollo is the latest preeminent alternatives manager to make strategic investment, highlighting iCapital’s global leadership in facilitating access to alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has closed......
CoinShares Partners with Scalable Capital for their Launch of New Crypto Offering
Cryptocurrency Digital Asset Management News

CoinShares Partners with Scalable Capital for their Launch of New Crypto Offering

Fintech News Desk
by Fintech News Desk0
Backed by CoinShares Physical ETPs, Scalable Crypto provides investors with secure access to digital assets via a regulated wrapper CoinShares International Limited, Europe’s largest and longest standing digital asset investment firm with over US$4.7bn of AUM, announced a partnership with Scalable Capital, Europe’s leading digital wealth manager and fast growing neo broker. Scalable Crypto......
Broadridge and SLIB Joint SRD II Proxy Voting Solution for French Market is NOW LIVE
Fintech News

Broadridge and SLIB Joint SRD II Proxy Voting Solution for French Market is NOW LIVE

Fintech News Desk
by Fintech News Desk0
French intermediaries now able to meet new EC regulatory requirements under SRDII Global Fintech leader Broadridge Financial Solutions, Inc., and SLIB, a leading-edge software vendor in electronic voting and securities services based in France, have announced the live operational running of their joint cross-border proxy voting solution. Unique in the French market,......
Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
Business Fintech News

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
SoftBank and BlackRock Invest in Sustainability Tech Firm Clarity AI
Investment Services Investments News

SoftBank and BlackRock Invest in Sustainability Tech Firm Clarity AI

Fintech News Desk
by Fintech News Desk0
SoftBank Vision Fund 2 leads funding round totaling $50 million, indicating a valuation of $450 million Existing investor, BlackRock, also participates in the round; Fifth Wall joins as a new investor Clarity AI, an award-winning sustainability tech firm, is now valued at $450 million after raising $50 million in its......
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